Wealth manager, wrap-program sponsor · Tulsa, OK
The Advisory Resource Group, LLC
SEC-registered investment adviser · CRD 290110 · SEC 801-111999
At a glance
The Advisory Resource Group, LLC is an SEC-registered investment adviser based in Tulsa, Oklahoma, with $927 million in regulatory assets under management as of its Form ADV filed March 16, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 709 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 1,659th of 8,915 wealth managers and 5,611th of 17,210 SEC-registered advisers by assets.
Main office 918-481-1934cpfguide.comAs filed on Form ADV
- Regulatory AUM
- $927M
- Rank among wealth managers
- #1,659 of 8,915
- Rank among all SEC RIAs
- #5,611 of 17,210
- Rank in Oklahoma
- #17 of 84
- Individual clients
- 709
- High-net-worth clients
- 147
- Accounts
- 2,410
- Discretionary
- 82% of AUM
- Employees
- 13
- Advisory staff
- 6
- Offices
- 4
Owners and executives on its Form ADV
- Christopher G. BrownChief Compliance Officer
- Benjamin R. SteeleMember
Custody and brokerage
Broker-dealer
Hybrid RIA
The Advisory Resource Group, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 147 | $514M | 56% |
| Individuals | 562 | $412M | 44% |
Disciplinary disclosures
The Advisory Resource Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗cpfguide.com ↗
AtlasMembers
The full record on The Advisory Resource Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 3,712 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does The Advisory Resource Group, LLC manage?
The Advisory Resource Group, LLC reports $927 million in regulatory assets under management across 2,410 accounts, 82% of it on a discretionary basis, on its Form ADV filed March 16, 2026.
What kind of firm is The Advisory Resource Group, LLC?
The Advisory Resource Group, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are The Advisory Resource Group, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($514 million, 147 clients); individuals ($412 million, 562 clients).
Does The Advisory Resource Group, LLC have any disciplinary history?
The Advisory Resource Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is The Advisory Resource Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →