firm profile
The Advisory Resource Group, LLC
Overview
The Advisory Resource Group, LLC is an SEC registered investment adviser based in Tulsa, OK, registered since 2017. It reports $927M in assets under management across 2,410 accounts, with 13 employees. It has 8 investment adviser representatives.
- Reported AUM
- $927M
- Discretionary
- 82%
- Accounts
- 2,410
- Average account
- $384K
- Employees
- 13
- Advisory reps
- 8
- Registered since
- 2017
- Jurisdictions
- 8
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 2 of 2
- Christopher Grant Brown Chief Compliance Officer CRD 4918966
- Benjamin Randal Steele Member CRD 5194335
Advisory reps 3 of 8
- Andrew Maxwell Aldredge Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5247721
- Christina Marie Aldredge Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5536286
- Christopher Grant Brown Registered Rep · Investment Adviser Rep CRD 4918966
5 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4625 E 91st St
Tulsa, OK 74137 - County
- Tulsa
- Metro area
- Tulsa, OK
- Region
- South
Registrations
- SEC registered
- Registered in 8 jurisdictions
- Website: cpfguide.com
Every state, with registration dates
Similar firms near Tulsa
- Cavanal Hill Investment Management, Inc.Tulsa, OK$15.2B AUM
- Argonaut Private Capital, LPTulsa, OK$3B AUM
- Trinity Strategic WealthTulsa, OK$1.5B AUM
- Gibraltar Capital Management, Inc.Tulsa, OK$1.3B AUM
- Prescott Group Capital Management L.L.C.Tulsa, OK$1.3B AUM
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