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| The Advisory Resource Group LLC
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| |
|---|---|
| CRD # | 290110 |
| SEC # | 801-111999 |
| CIK # | 0001764968 |
| AUM | $715.5 MM (2024-03-26) |
| Employees | 14 (43% Investors, 29% Brokers) |
| Phone | 918-481-1934 |
| Address | 4625 E 91st Street Tulsa, OK 74137 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PSX | 42,745.7 | 32.7 | |
| COP | 123,162.3 | 25.4 | |
| AAPL | 2,382,844.0 | 5.3 | |
| XOM | 385,508.3 | 4.9 | |
| AMAT | 82,662.4 | 4.8 | |
| CSCO | 178,309.9 | 4.6 | |
| C | 91,678.1 | 4.5 | |
| AFL | 36,008.8 | 4.4 | |
| FITB | 23,903.3 | 4.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 571 | 312.9 |
| (b) Individuals (high net worth individuals) | 141 | 402.6 |
| (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 | 2,310 | 715.5 |
| By Discretionary | ||
| Discretionary | 1,480 | 546.9 |
| Non-Discretionary | 830 | 168.6 |
| Total | 2,310 | 715.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 715.5 | |
| Total | 2,310 | 715.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001764968] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Amussen Hunsaker & Associates LLC
✚
|
UT | 0.7 |
|
Franklin Parlapiano Turner & Welch LLC
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|
TX | 0.7 |
|
North Point Portfolio Managers Corporation
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OH | 0.7 |
|
Capstone Wealth Advisors LLC
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|
OR | 0.7 |
|
Erguz LLC
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|
TX | 0.7 |
|
Sachetta LLC
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|
MA | 0.7 |
|
Saxon Woods Advisors LLC
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|
NY | 0.7 |
|
Studio Investment Management LLC
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|
IL | 0.7 |
|
Partners in Financial Planning LLC
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|
VA | 0.7 |
|
RPG Investment Advisory LLC
✚
|
CA | 0.7 |