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Ark & Tlk Investments, LLC

● SEC registered since 2015CRD 205512SEC# 801-96254Oklahoma City, OK
Export (members)
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
NameTitleOwnershipSince
Adam William LeeChief Investment Officer5-10%2022
Drew Spencer Garner ControlPartner, Coo, Wealth Advisor, Chief Compliance Officer10-25%2019
Jacob Nolan WeatherfordPartner, Wealth Advisor10-25%2019
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Frequently 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

Address7308 N. Classen Blvd., Oklahoma City, OK 73116
Phone405-705-2906
Fax405-563-9748
Office hoursSee Above
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$751.4M▲ 37%
Jan '25 — $547.3MFeb '25 — $605MMar '25 — $605MApr '25 — $605MMay '25 — $605MJun '25 — $605MJul '25 — $605MAug '25 — $605MSep '25 — $605MOct '25 — $605MNov '25 — $605MDec '25 — $605MJan '26 — $605MFeb '26 — $605MMar '26 — $751.4MApr '26 — $751.4MMay '26 — $751.4MJun '26 — $751.4M
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