{
  "crd_number": 290110,
  "slug": "the-advisory-resource-group-llc-tulsa-ok-290110",
  "primary_business_name": "THE ADVISORY RESOURCE GROUP, LLC",
  "legal_name": "THE ADVISORY RESOURCE GROUP, LLC",
  "dbas": [
    "COMPASS POINTE FINANCIAL",
    "COMPASS POINTE HOUSTON"
  ],
  "city": "Tulsa",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "46140",
  "metro": {
    "cbsa_code": "46140",
    "common_name": "Tulsa",
    "msa_name": "Tulsa, OK",
    "path": "/advisors/ok/tulsa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-31",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 926569671.0,
  "raum_discretionary": 756750848.0,
  "raum_non_discretionary": 169818823.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 412200547.0,
      "count": 562
    },
    "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": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 514369124.0,
      "count": 147
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "GA",
    "KS",
    "LA",
    "MO",
    "NE",
    "OK",
    "TX"
  ],
  "websites": [
    "https://cpfguide.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290110",
  "city_as_filed": "TULSA",
  "url": "https://advisorcensus.com/firm/the-advisory-resource-group-llc-tulsa-ok-290110",
  "display_name": "The Advisory Resource Group, LLC",
  "summary": "The Advisory Resource Group, LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. The Advisory Resource Group, LLC (CRD 290110): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is The Advisory Resource Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Advisory Resource Group, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does The Advisory Resource Group, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is The Advisory Resource Group, LLC located?",
      "a": "The Advisory Resource Group, LLC's principal office is in Tulsa, OK, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is The Advisory Resource Group, LLC registered with the SEC or a state?",
      "a": "The Advisory Resource Group, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290110."
    },
    {
      "q": "How much does The Advisory Resource Group, LLC manage?",
      "a": "The Advisory Resource Group, LLC reports $926,569,671 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (82% discretionary)."
    },
    {
      "q": "How have The Advisory Resource Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Advisory Resource Group, LLC: Regulatory assets under management: $573,690,448 in the October 2021 data and $926,569,671 in the October 2026 data, up 62%. Total employees: 10 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Advisory Resource Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (562); high net worth individuals (147)."
    },
    {
      "q": "Which custodians does The Advisory Resource Group, LLC use?",
      "a": "The Advisory Resource Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does The Advisory Resource Group, 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 SEC record: https://adviserinfo.sec.gov/firm/summary/290110"
    },
    {
      "q": "Does The Advisory Resource Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"Our minimum initial household value for opening accounts is $200,000; however, we may accept accounts for less than the minimum.\""
    },
    {
      "q": "What changed in The Advisory Resource Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $808,797,280 to $926,569,671 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 573690448.0,
      "total_employees": 10,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 681929591.0,
      "total_employees": 12,
      "filing_date": "2022-03-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 605988706.0,
      "total_employees": 12,
      "filing_date": "2023-03-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 715501519.0,
      "total_employees": 14,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 808797280.0,
      "total_employees": 13,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 926569671.0,
      "total_employees": 13,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $808,797,280 to $926,569,671 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "$200,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees range from 0.25% to 1.00% annually."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $200,000"
        ],
        "quotes": [
          "Our minimum initial household value for opening accounts is $200,000; however, we may accept accounts for less than the minimum."
        ]
      }
    ],
    "quotes": [
      "Fees range from 0.25% to 1.00% annually.",
      "Our minimum initial household value for opening accounts is $200,000; however, we may accept accounts for less than the minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/the-advisory-resource-group-llc-tulsa-ok-290110.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 562,
      "fewer_than_5": false,
      "raum": 412200547.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 147,
      "fewer_than_5": false,
      "raum": 514369124.0
    },
    {
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "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/290110",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}