The Advisory Resource Group, LLC
● SEC registered since 2017CRD 290110SEC# 801-111999Tulsa, OK
Reg. AUM
$926.6M
Employees
13
Accounts
2,410
Location
Tulsa, OK
The Advisory Resource Group, LLC assets under management
The Advisory Resource Group, LLC operates as an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2017. It reports $926.6 million in regulatory assets under management and employs 13 people.
The Advisory Resource Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Randal Steele Control | Member | Over 75% | 2017 |
| Christopher Grant Brown Control | Chief Compliance Officer | Under 5% | 2017 |
Frequently asked questions
How much does The Advisory Resource Group, LLC manage?
The Advisory Resource Group, LLC reports $926.6 million in regulatory assets under management on its Form ADV.
How many employees does The Advisory Resource Group, LLC have?
The Advisory Resource Group, LLC reports 13 employees.
Where is The Advisory Resource Group, LLC located?
The Advisory Resource Group, LLC is based in Tulsa, OK and has been SEC-registered since 2017.
Does The Advisory Resource Group, LLC disclose fund performance?
The Advisory Resource Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4625 E. 91st Street, Tulsa, OK 74137 |
| Phone | 918-481-1934 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1764968 |
| Discloses disciplinary history | No |
Regulatory AUM
$926.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$926.6Mregulatory AUM
Discretionary $756.8MNon-discretionary $169.8M