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| Arvest Investments Inc
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|
|---|---|
| CRD # | 42057 |
| SEC # | 801-63738 |
| CIK # | 0001025038, 0001625959, 0001974974 |
| AUM | $3.4 B (2026-03-30) |
| Employees | 238 (73% Investors, 70% Brokers) |
| Phone | 888-916-2121 |
| Address | 913 W Monroe Avenue Lowell, AR 72745 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,100 | 1.6 |
| (b) Individuals (high net worth individuals) | 589 | 1.3 |
| (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 | 23 | 0.0 |
| (h) Charitable organizations | 35 | 0.1 |
| (i) State or municipal government entities | 4 | 0.1 |
| (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 | 59 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 8,453 | 3.4 |
| By Discretionary | ||
| Discretionary | 2,201 | 1.0 |
| Non-Discretionary | 6,252 | 2.4 |
| Total | 8,453 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 8,453 | 3.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001025038] | |
| 13F-HR | [0001625959] |
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|---|---|---|
|
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✚
|
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BLB & B Advisors LLC
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Cumberland Advisors LLC
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