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| ARK & TLK Investments LLC
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|---|---|
| CRD # | 205512 |
| SEC # | 801-96254 |
| CIK # | 0002013188 |
| AUM | $751.4 M (2026-06-23) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 405-705-2906 |
| Address | 7308 N Classen Blvd Oklahoma City, OK 73116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.0 | ||
| Microsoft Corp | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 57.8 |
| (b) Individuals (high net worth individuals) | 152 | 646.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 47.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,139 | 751.4 |
| By Discretionary | ||
| Discretionary | 1,121 | 717.4 |
| Non-Discretionary | 18 | 34.0 |
| Total | 1,139 | 751.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 751.4 | |
| Total | 1,139 | 751.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002013188] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sweeney & Michel LLC
✚
|
CA | 0.8 |
|
Ballast Inc
✚
|
KY | 0.8 |
|
Nymbus Capital Inc
✚
|
0.8 | |
|
Tilson Financial Group Inc
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|
NJ | 0.8 |
|
Hopwood Financial Services Inc
✚
|
VA | 0.8 |
|
Torray Investment Partners LLC
✚
|
MD | 0.8 |
|
Rockline Wealth Management LLC
✚
|
NY | 0.7 |
|
Curran Financial Partners LLC
✚
|
SC | 0.7 |
|
SouthernSun Asset Management LLC
✚
|
TN | 0.7 |
|
QTR Family Wealth LLC
✚
|
FL | 0.7 |