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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Arvest Investments have?","answer":"Arvest Investments has 173 investment adviser representatives registered with state securities authorities, out of 238 employees, and 173 perform investment advisory functions. 167 employees are registered representatives of a broker-dealer and 163 employees are 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 Arvest Investments invest in?","answer":"At the end of its last fiscal year, Arvest Investments’ separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 5% U.S. government and agency bonds, 4% state and local bonds, 4% cash and equivalents and 1% investment grade corporate bonds.","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 Arvest Investments?","answer":"Arvest Investments’ direct owners are Arvest Bank (75% or more), Jim C. 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