Advisor Resource Council

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$3,486,476,414 as of October 2026, filing dated March 31, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)

Also doing business as

360 WEALTH MANAGEMENT, 360 WEALTH PARTNERS, 360 WEALTH PLANNERS LLC, ABACUS WEALTH BUILDERS, AIQ ASSET MANAGEMENT, ARK CAPITAL, AZAELA WEALTH PARTNERS, BARFIELD WEALTH MANAGEMENT, BENGE FINANCIAL GROUP, CARROLL WEALTH MANAGEMENT, CSB WEALTH MANAGEMENT, DALLAS FINANCIAL PLANNER, DON HUBBARD INVESTMENT SERVICES, ENCORE WEALTH MANAGEMENT, FOUNDATION WEALTH PARTNERS, FRONT LINE ADVISOR GROUP, GENERATIONS FINANCIAL MANAGEMENT, JACKSON WEALTH MANAGEMENT, LEMOINE WEALTH MANAGEMENT, LIGHTFORCE FINANCIAL, MCLEMORE FINANCIAL GROUP, NAPA VALLEY FINANCIAL, PARSONS WEALTH MANAGEMENT, RIDGEMARK FINANCIAL, RLBROWN FINANCIAL, ROYAL STONE WEALTH MANAGEMENT, SIMMONS WEALTH MANAGEMENT, THE TEXAS MONEY MANAGER, VALTRUM, VALUES FIRST PLANNING, VTI FINANCIAL

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2012 (14 years)

Employees

Total: 119. Performing investment advisory functions: 70.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

22 other offices, as of the April 2026 filing

Allen, TXBixby, OKDallas, TXEdmond, OKFrisco, TXHeath, TXKeller, TXLarkspur, CALarose, LAMansfield, TXMesquite, TXNapa, CAOxford, MSPalestine, TXRichardson, TXRoanoke, TXSanta Rosa, CASouthlake, TXStephenville, TXTulsa, OKTyler, TXWeatherford, TX

States registered or notice-filed

44 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

3 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
• 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $2,121,520,047 in the October 2021 data and $3,486,476,414 in the October 2026 data, up 64%.

Total employees: 121 in October 2021 and 119 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • No longer lists the business name ARC Retirement Consultants.
   • No longer lists the business name Mergent Group.
   • Added the business name Carroll Wealth Management.
   • Employees performing advisory functions went from 81 to 70.
   • Regulatory assets under management went from $3,015,318,532 to $3,486,476,414 (+16%).
   • Added an office in Tulsa, OK.
   • No longer lists an office in Broken Arrow, OK.
   • No longer lists an office in Santa Rosa, CA.
   • Registered or notice-filed in DE.
   • Updated its list of owners and control persons (Schedule A).
2. December 2025
   • Added the business name Front Line Advisor Group.
   • Added an office in Bixby, OK.
   • No longer lists an office in Jenks, OK.
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.