# The Advisory Resource Group, LLC

> 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.

- CRD: 290110
- Filed as: THE ADVISORY RESOURCE GROUP, LLC
- Also doing business as: COMPASS POINTE FINANCIAL, COMPASS POINTE HOUSTON
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290110
- AdvisorCensus page: https://advisorcensus.com/firm/the-advisory-resource-group-llc-tulsa-ok-290110

## Quick answers

**How is The Advisory Resource Group, LLC compensated?**
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.

**What does The Advisory Resource Group, LLC's brochure say about its fees?**
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.

**Where is The Advisory Resource Group, LLC located?**
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).

**Is The Advisory Resource Group, LLC registered with the SEC or a state?**
The Advisory Resource Group, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290110.

**How much does The Advisory Resource Group, LLC manage?**
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).

**How have The Advisory Resource Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does The Advisory Resource Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (562); high net worth individuals (147).

**Which custodians does The Advisory Resource Group, LLC use?**
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.

**Does The Advisory Resource Group, LLC report any disciplinary disclosures?**
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

**Does The Advisory Resource Group, LLC state an account minimum?**
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."

**What changed in The Advisory Resource Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $808,797,280 to $926,569,671 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> Fees range from 0.25% to 1.00% annually.

- Account minimum: $200,000

> Our minimum initial household value for opening accounts is $200,000; however, we may accept accounts for less than the minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $926,569,671
- Discretionary: $756,750,848
- Non-discretionary: $169,818,823

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 562 | $412,200,547 |
| High net worth individuals | 147 | $514,369,124 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, GA, KS, LA, MO, NE, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bartlesville, OK
- Houston, TX
- Ponca City, OK

### Websites listed on Form ADV (Item 1.I)
- cpfguide.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $573,690,448 | 10 | March 11, 2021 |
| October 2022 | $681,929,591 | 12 | March 7, 2022 |
| October 2023 | $605,988,706 | 12 | March 3, 2023 |
| October 2024 | $715,501,519 | 14 | March 26, 2024 |
| October 2025 | $808,797,280 | 13 | March 25, 2025 |
| October 2026 | $926,569,671 | 13 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $808,797,280 to $926,569,671 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Advisory Resource Group, LLC (CRD 290110): Form ADV filing data as of October 2026.