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| Happy Holidays!! thanks for using AUM13F!! |
| The Advisory Resource Group LLC
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| CRD # | 290110 |
| SEC # | 801-111999 |
| CIK # | 0001764968 |
| AUM | $808.8 M (2025-03-25) |
| Employees | 13 (46% Investors, 31% Brokers) |
| Phone | 918-481-1934 |
| Address | 4625 E 91st Street Tulsa, OK 74137 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001764968 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Phillips 66 | 30.9 | ||
| Conocophillips | 20.9 | ||
| Valero Energy Corp/Tx | 6.7 | ||
| Cisco Systems Inc | 6.2 | ||
| Applied Materials Inc /DE | 6.0 | ||
| Citigroup Inc | 5.9 | ||
| Exxon Mobil Corp | 5.8 | ||
| General Dynamics Corp | 5.7 | ||
| Fifth Third Bancorp | 5.5 | ||
| Dover Corp | 5.3 | ||
| Aflac Inc | 5.2 | ||
| Apple Inc | 5.2 | ||
| American International Group Inc | 5.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 571 | 355.2 |
| (b) Individuals (high net worth individuals) | 141 | 453.6 |
| (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 | 2,320 | 808.8 |
| By Discretionary | ||
| Discretionary | 1,563 | 640.0 |
| Non-Discretionary | 757 | 168.8 |
| Total | 2,320 | 808.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 808.8 | |
| Total | 2,320 | 808.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001764968] |
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