{"url":"https://nivawealth.com/firms/ark-and-tlk-investments-205512","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/205512","regulatoryAum":751448285,"crd":"205512","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7310898","suffix":null,"lastName":"Buchman","firstName":"Kristen","middleName":"Dawn"},{"crd":"7066088","suffix":"IV","lastName":"Creegan","firstName":"Edward","middleName":"Thomas"},{"crd":"6739306","suffix":null,"lastName":"Garner","firstName":"Drew","middleName":"Spencer"},{"crd":"4449600","suffix":null,"lastName":"KING","firstName":"KENDALL","middleName":"WAYNE"},{"crd":"4723014","suffix":null,"lastName":"LEAVITT","firstName":"ADAM","middleName":"JAMES"},{"crd":"7423789","suffix":null,"lastName":"Lee","firstName":"Adam","middleName":"William"},{"crd":"7143107","suffix":null,"lastName":"Rahmanzadeh","firstName":"Kian","middleName":"Michael"},{"crd":"8297934","suffix":null,"lastName":"SNOWDEN","firstName":"KORTLAND","middleName":"CHRISTOPHER"},{"crd":"6664716","suffix":null,"lastName":"Weatherford","firstName":"Jacob","middleName":"Nolan"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-22","regulatoryAum":310795949,"clients":192,"employees":8,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":382790814,"clients":223,"employees":9,"offices":1},{"filedOn":"2023-07-21","regulatoryAum":326698065,"clients":227,"employees":10,"offices":1},{"filedOn":"2024-06-26","regulatoryAum":547302860,"clients":268,"employees":10,"offices":2},{"filedOn":"2025-04-08","regulatoryAum":605040407,"clients":259,"employees":10,"offices":2},{"filedOn":"2026-09-11","regulatoryAum":751448285,"clients":283,"employees":10,"offices":2}],"secFileNumber":"801-96254","legalName":"Ark & TLK Investments, LLC","displayName":"Ark & TLK Investments","slug":"ark-and-tlk-investments-205512","website":"https://castlepointwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/castlepoint-wealth","founded":"2014","organization":"Oklahoma limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7308 N. 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They include 152 high-net-worth individuals, 125 individual clients, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ark & TLK Investments offer?","answer":"Ark & TLK Investments provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ark & TLK Investments charge?","answer":"Ark & TLK Investments charges 0.25%–1.25% a year for its Wealth Management Fees. The fee is billed in advance, is negotiable and has a $8,100 annual minimum.","source":"CASTLEPOINT WEALTH ADV PART 2A, filed 10 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ark & TLK Investments use?","answer":"Ark & TLK Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $436M and National Financial Services LLC (Boston, MA), with $316M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ark & TLK Investments have?","answer":"Ark & TLK Investments has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ark & TLK Investments invest in?","answer":"At the end of its last fiscal year, Ark & TLK Investments’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ark & TLK Investments?","answer":"Ark & TLK Investments’ direct owners are Kendall King (50% to 75%), Jacob Weatherford (10% to 25%), Drew Garner (10% to 25%) and Adam Lee (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ark & TLK Investments get paid?","answer":"Ark & TLK Investments is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Ark & TLK Investments registered with the SEC?","answer":"Yes, Ark & TLK Investments has been registered with the SEC as an investment adviser since 11 May 2015. Its CRD number is 205512 and its SEC file number is 801-96254.","source":"Form ADV Part 1A, Item 1, filed 11 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Ark & TLK Investments?","answer":"Ark & TLK Investments’ main office is at 7308 N. Classen BLVD., Oklahoma City, OK 73116. Its phone number is 405-705-2906. 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