{
  "crd_number": 301811,
  "slug": "perspective-advisors-llc-bartlesville-ok-301811",
  "primary_business_name": "PERSPECTIVE ADVISORS, LLC",
  "legal_name": "PERSPECTIVE MANAGEMENT COMPANY, LLC",
  "dbas": [],
  "city": "Bartlesville",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "12780",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-05-21",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 34047160.0,
  "raum_discretionary": 34047160.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 20352867.0,
      "count": 166
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 291562.0,
      "count": 6
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 11978498.0,
      "count": 6
    },
    "pooled_investment_vehicles": {
      "raum": 1229885.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 194348.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KS",
    "MO",
    "OK"
  ],
  "websites": [
    "https://linkedin.com/company/perspective-advisors",
    "https://m.facebook.com/planwithperspective",
    "https://planwithperspective.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301811",
  "city_as_filed": "BARTLESVILLE",
  "url": "https://advisorcensus.com/firm/perspective-advisors-llc-bartlesville-ok-301811",
  "display_name": "Perspective Advisors, LLC",
  "summary": "Perspective Advisors, LLC is a state-registered investment advisory firm in Bartlesville, OK, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Perspective Advisors, LLC (CRD 301811): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Perspective Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Perspective Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Perspective Advisors, LLC located?",
      "a": "Perspective Advisors, LLC's principal office is in Bartlesville, OK, according to its Form ADV."
    },
    {
      "q": "Is Perspective Advisors, LLC registered with the SEC or a state?",
      "a": "Perspective Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301811."
    },
    {
      "q": "How much does Perspective Advisors, LLC manage?",
      "a": "Perspective Advisors, LLC reports $34,047,160 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Perspective Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (166); high net worth individuals (6); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Does Perspective Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301811"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/perspective-advisors-llc-bartlesville-ok-301811.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 166,
      "fewer_than_5": false,
      "raum": 20352867.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 11978498.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1229885.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 291562.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 194348.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301811",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}