RIA IntelAdvisersOklahomaARROW INVESTMENT MANAGEMENT LLC

ARROW INVESTMENT MANAGEMENT LLC

Advisory

OKLAHOMA CITY, OK

Data as of Jan 3, 2026 · Source: SEC Form ADV

Rank in OK
#126
of 142 advisers by AUM
Average account
$154K
across 381 accounts
AUM per adviser
$59M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 3, 2026.

Total AUM
$59M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients150
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, OK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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-75.2% 1Y
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VAULT WEALTH STRATEGIES, LLC
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EVEN HERD LLC
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CCR INVESTMENT ADVISERS, LLC
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