Ark & Tlk Investments, LLC
● SEC registered since 2015CRD 205512SEC# 801-96254Oklahoma City, OK
Reg. AUM
$751.4M
Employees
10
Accounts
1,139
Location
Oklahoma City, OK
Ark & Tlk Investments, LLC assets under management
Ark & Tlk Investments, LLC is an SEC-registered investment adviser based in Oklahoma City, OK. The firm has been registered since 2015. It reports $751.4 million in regulatory assets under management and employs 10 people.
Ark & Tlk Investments, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam William Lee | Chief Investment Officer | 5-10% | 2022 |
| Drew Spencer Garner Control | Partner, Coo, Wealth Advisor, Chief Compliance Officer | 10-25% | 2019 |
| Jacob Nolan Weatherford | Partner, Wealth Advisor | 10-25% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Ark & Tlk Investments, LLC manage?
Ark & Tlk Investments, LLC reports $751.4 million in regulatory assets under management on its Form ADV.
How many employees does Ark & Tlk Investments, LLC have?
Ark & Tlk Investments, LLC reports 10 employees.
Where is Ark & Tlk Investments, LLC located?
Ark & Tlk Investments, LLC is based in Oklahoma City, OK and has been SEC-registered since 2015.
Does Ark & Tlk Investments, LLC disclose fund performance?
Ark & Tlk Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7308 N. Classen Blvd., Oklahoma City, OK 73116 |
| Phone | 405-705-2906 |
| Fax | 405-563-9748 |
| Office hours | See Above |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$751.4M▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$751.4Mregulatory AUM
Discretionary $717.4MNon-discretionary $34M