ADVISORY RESOURCE GROUP

HTTP://WWW.CPFGUIDE.COM TULSA, OK Investment Advisor How do I update this listing?

Advisory Resource Group is based out of Tulsa. Advisory Resource Group is a large advisory firm with 669 clients and discretionary assets under management (AUM) of $305,522,611 (Form ADV from 2018-04-25). Their last reported 13F filing for Q4 2018 included $162,961,000 in managed 13F securities and a top 10 holdings concentration of 76.86%. Advisory Resource Group's largest holding is ConocoPhillips (Phillips Petroleum) with shares held of 515,054. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.17%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

THE ADVISORY RESOURCE GROUP, LLC
4625 E. 91ST STREET
TULSA OK    74137
Country: United States

Business Phone: 918-481-1934
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OK
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 669
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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THE ADVISORY RESOURCE GROUP, LLC

ownership team - last updated 2018-04-25
Name Title Start Date Direct/Indirect % Ownership
BROWN, CHRISTOPHER, GRANT CHIEF COMPLIANCE OFFICER 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE ADVISORY RESOURCE GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2017-12-01
STEELE, BENJAMIN, RANDAL MEMBER 12/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE ADVISORY RESOURCE GROUP, LLC MEMBER direct 2017-12-01

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