Arvest Investments, Inc.
● SEC registered since 2005CRD 42057SEC# 801-63738Lowell, AR
Reg. AUM
$3.44B
Employees
238
Accounts
8,453
Location
Lowell, AR
Arvest Investments, Inc. assets under management
Arvest Investments, Inc. is an investment advisory firm registered with the SEC based in Lowell, AR. The firm has been registered since 2005. It reports $3.4 billion in regulatory assets under management and employs 238 people.
Arvest Investments, Inc. owners & executives
26 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Marie Morbeck | Director | Under 5% | 2024 |
| Arvest Bank Control | Owner | Over 75% | 1996 |
| Asa Anderson Cottrell Control | Chief Executive Officer, Chairman, Director | Under 5% | 2022 |
See all 26 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Arvest Investments, Inc. manage?
Arvest Investments, Inc. reports $3.4 billion in regulatory assets under management on its Form ADV.
How many employees does Arvest Investments, Inc. have?
Arvest Investments, Inc. reports 238 employees.
Where is Arvest Investments, Inc. located?
Arvest Investments, Inc. is based in Lowell, AR and has been SEC-registered since 2005.
Does Arvest Investments, Inc. disclose fund performance?
Arvest Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 913 W Monroe Avenue, Lowell, AR 72745 |
| Phone | 888-916-2121 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1025038 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.44B▲ 33%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$3.44Bregulatory AUM
Discretionary $997.5MNon-discretionary $2.44B