|
⚲
|
| Keyboard |
| The Advisory Resource Group LLC
✚
|
|
|---|---|
| CRD # | 290110 |
| SEC # | 801-111999 |
| CIK # | 0001764968 |
| AUM | 926.6 M (2026-03-16) |
| Employees | 13 (46% Investors, 31% Brokers) |
| Phone | 918-481-1934 |
| Address | 4625 E 91st Street Tulsa, OK 74137 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Phillips 66 | 32.7 | ||
| Conocophillips | 21.4 | ||
| Applied Materials Inc /DE | 13.4 | ||
| Cisco Systems Inc | 10.3 | ||
| Valero Energy Corp/Tx | 9.0 | ||
| Cummins Inc | 8.7 | ||
| Fifth Third Bancorp | 7.9 | ||
| Apple Inc | 7.2 | ||
| Aflac Inc | 7.1 | ||
| General Dynamics Corp | 6.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 562 | 412.2 |
| (b) Individuals (high net worth individuals) | 147 | 514.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,410 | 926.6 |
| By Discretionary | ||
| Discretionary | 1,629 | 756.8 |
| Non-Discretionary | 781 | 169.8 |
| Total | 2,410 | 926.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 926.6 | |
| Total | 2,410 | 926.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764968] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ritter Daniher Financial Advisory LLC
✚
|
OH | 936.5 M |
|
J Safra Sarasin Asset Management North America Ltd
✚
|
931.9 M | |
|
Frisch Financial Group Inc
✚
|
NY | 931.6 M |
|
Mountain Capital Investment Advisors Inc
✚
|
CO | 929.1 M |
|
B&D White Capital Company LLC
✚
|
TX | 925.2 M |
|
Horst & Graben Wealth Management LLC
✚
|
OR | 920.1 M |
|
White Lighthouse Investment Management Inc
✚
|
918.6 M | |
|
Rainey & Randall Wealth Advisors Inc
✚
|
FL | 918.2 M |
|
McMillan Office Inc
✚
|
MI | 913.7 M |
|
Partners in Financial Planning LLC
✚
|
VA | 913.6 M |