THE ADVISORY RESOURCE GROUP, LLC
CRD #290110 SEC #801-111999 TULSA, OK 918-481-1934
SEC Registered
Total AUM
$808.8M
Discretionary
$640M
Employees
13
Clients
0
Accounts
2,320
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $808.8M | $640M | $168.8M | 13 | 0 |
| Mar 2024 | $715.5M | $546.9M | $168.6M | 14 | 0 |
| Mar 2023 | $606M | $462M | $144M | 12 | 0 |
| Mar 2022 | $681.9M | $541.9M | $140M | 12 | 0 |
| Mar 2021 | $573.7M | $446.4M | $127.3M | 10 | 0 |
| Jun 2020 | $537.1M | $386.2M | $150.9M | 10 | 0 |
| Mar 2020 | $537.1M | $386.2M | $150.9M | 10 | 0 |
| Nov 2019 | $442.9M | $311.2M | $131.7M | 10 | 0 |
| Mar 2019 | $442.9M | $311.2M | $131.7M | 10 | 0 |
| Apr 2018 | $440.2M | $305.5M | $134.7M | 12 | 0 |
| Feb 2018 | $440.2M | $305.5M | $134.7M | 12 | 0 |
| Dec 2017 | $0 | $0 | $0 | 5 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$808.8M
Discretionary$640M
Non-Disc.$168.8M
Employees13
Clients0
DateMar 2024
Total AUM$715.5M
Discretionary$546.9M
Non-Disc.$168.6M
Employees14
Clients0
DateMar 2023
Total AUM$606M
Discretionary$462M
Non-Disc.$144M
Employees12
Clients0
DateMar 2022
Total AUM$681.9M
Discretionary$541.9M
Non-Disc.$140M
Employees12
Clients0
DateMar 2021
Total AUM$573.7M
Discretionary$446.4M
Non-Disc.$127.3M
Employees10
Clients0
DateJun 2020
Total AUM$537.1M
Discretionary$386.2M
Non-Disc.$150.9M
Employees10
Clients0
DateMar 2020
Total AUM$537.1M
Discretionary$386.2M
Non-Disc.$150.9M
Employees10
Clients0
DateNov 2019
Total AUM$442.9M
Discretionary$311.2M
Non-Disc.$131.7M
Employees10
Clients0
DateMar 2019
Total AUM$442.9M
Discretionary$311.2M
Non-Disc.$131.7M
Employees10
Clients0
DateApr 2018
Total AUM$440.2M
Discretionary$305.5M
Non-Disc.$134.7M
Employees12
Clients0
DateFeb 2018
Total AUM$440.2M
Discretionary$305.5M
Non-Disc.$134.7M
Employees12
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0