RIA Intel›Advisers›Oklahoma›PERSPECTIVE MANAGEMENT COMPANY, LLC

PERSPECTIVE MANAGEMENT COMPANY, LLC

Advisory

BARTLESVILLE, OK

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account

$96K

across 353 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients182

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO, OK, 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

182 clients

6 high-net-worth

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

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