Arvest Investments, Inc. is a large advisory firm based in Lowell. It manages $1.97 billion of regulatory assets for 7,886 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Arvest Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Arvest Investments, Inc. is $1.97 billion. The firm's AUM has grown by 6754% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Arvest Investments, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of James Robert Kelly is individuals with 7,363 clients and $1.41 billion of assets under management. Among the 11 most similar advisory firms, Arvest Investments has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.93 billion for 7,885 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Arvest Investments doesn't advise any private funds.
The company employs 231 people that are either part- or full-time employees. 93 percent of the employees work as investment advisers or researchers. 214 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Robert Kelly has been acting as President since 1 Jul 1996. James Matthew Machen joined the executive team most recently as the Director.
The principal office where Arvest Investments, Inc. performs its advisory services is located at 921 West Monroe Avenue, Lowell, AR 72745 1515 The mailing address of the firm is P.O. Box 1515, Lowell, AR 72745 1515. An additional office of the firm is in Springdale, AR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 479 770 1825 or by fax 479 770 1836. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at arvestam.com.