RIA Intel›Advisers›Oklahoma›INVESTMENT STRATEGIES, LLC

INVESTMENT STRATEGIES, LLC

Advisory

OKLAHOMA CITY, OK

Data as of Apr 21, 2026 · Source: SEC Form ADV

Average account

$38K

across 176 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$7M

Discretionary AUM$6M

Non-Discretionary AUM$365K

Discretionary %94.6%

Total Clients137

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

137 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OK

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

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$5M

SERVANT WEALTH MANAGEMENT, LLC

$4M

OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

TULSA, OK

$4M

0.0% 1Y

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