THE ADVISORY RESOURCE GROUP, LLC

4625 E. 91st Street
Tulsa, Oklahoma 74137
Tel: 918-481-1934

About THE ADVISORY RESOURCE GROUP, LLC

THE ADVISORY RESOURCE GROUP, LLC, formally registered with the SEC as THE ADVISORY RESOURCE GROUP, LLC. The firm was established in 10/31/2017. They have over 4 offices throughout the country.

THE ADVISORY RESOURCE GROUP, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $715,501,519 assets under management, offering retirement planning & investment advisory services to 2310 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290110
SEC#	801-111999
Assets Managed by Firm	$715,501,519
No. of Clients	2310
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2310	$715,501,519
Individuals (other than high net worth individuals)	571	$312,898,836
High net worth individuals	141	$402,602,683

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CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
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