F.I.G. Financial Advisory Services provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
F.I.G. Financial Advisory Services reports 242 clients. They include 187 individual clients and 55 high-net-worth individuals. Of its assets, 100.0% ($162M across 540 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 31% |
| High-net-worth individuals | 23% | 69% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 187 | $51.1M | 31.5% | $273K |
| High-net-worth individuals | 55 | $111M | 68.5% | $2.02M |
| Total | 242 | $162M | 100% | $671K |
- Clients
- 187
- Regulatory AUM
- $51.1M
- AUM share
- 31.5%
- Avg. per client
- $273K
- Clients
- 55
- Regulatory AUM
- $111M
- AUM share
- 68.5%
- Avg. per client
- $2.02M
Total
- Clients
- 242
- Regulatory AUM
- $162M
- AUM share
- 100%
- Avg. per client
- $671K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
F.I.G. Financial Advisory Services charges 0.45%–2.20% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Fee details and sources
Ricky Jurrens owns 50% to 75% of F.I.G. Financial Advisory Services. The leadership team of F.I.G. Financial Advisory Services includes President Ricky Jurrens. It has 3 employees.
Leadership
Ricky JurrensPresident
Christopher JurrensCCO, Vice President, Director
Samuel JurrensVice President, Director
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of F.i.g. Financial Advisory Services, Inc.
Ricky Jurrens
Control person · since September 1984
- Owns 50% to 75% of F.i.g. Financial Advisory Services, Inc.
Christopher Jurrens
Control person · since January 2012
F.I.G. Financial Advisory Services’ regulatory assets grew from $127M (June 2021) to $162M (April 2026); clients rose from 198 to 242 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $162M | 242 | 3 | 1 |
| January 2025 | $152M | 248 | 3 | 1 |
| April 2024 | $147M | 239 | 3 | 1 |
| May 2023 | $138M | 243 | 3 | 1 |
| March 2022 | $158M | 225 | 3 | 1 |
| June 2021 | $127M | 198 | 3 | 1 |
Besides its headquarters, F.I.G. Financial Advisory Services has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 14642 Bogert Parkway, Oklahoma CityHQ
Contact and registration details
- Legal name
- F.i.g. Financial Advisory Services, Inc.
- Headquarters
- 14642 Bogert Parkway, Oklahoma City, OK 73134
- Website
- figfinancial.com
- Phone
- 405-844-9826
- SEC file
- 801-119550
- Structure
- Oklahoma corporation
- Fiscal year end
- December
F.I.G. Financial Advisory Services uses Axos Clearing ($162M) as custodian for its separately managed accounts. F.I.G. Financial Advisory Services does not have custody of client assets.
- Axos ClearingAxos Clearing LLC · Centennial, CO · $162M100%
At year end, F.I.G. Financial Advisory Services’ separately managed accounts were mostly in funds (83%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $171M across 74 positions; the largest are Tidal Trust II (33.8%), Pimco ETF TR (3.0%) and Series Portfolios TR (2.7%).
What the accounts hold
- Stocks15%
- Funds83%
- Cash2%
Reported 13F holdings
- $171M
- Reported 13F value
- 74
- Positions
- 54.5%
- In the 10 largest
- +6.7%
- Value vs. prior quarter
- Tidal Trust II · Even Herd Lng SH33.8%
- Pimco ETF TR · Ultr SH GO AC FD3.0%
- Series Portfolios TR · Eldr Aaa Clo ETF2.7%
- First TR Exchange-traded FD · Fst Low Oppt Eft2.5%
- Blackrock ETF Trust II · Isha Flex IN ETF2.5%
- Franklin Templeton ETF TR · Franklin Dyn Mun2.1%
- Touchstone ETF Trust · Secur Incom ETF2.0%
- Tidal Trust I · Rpar Risk Pari2.0%
- Wisdomtree TR · Hedged HI Yld BD1.9%
- Bny Mellon ETF Trust · Global Infrasctr1.9%
Together, the ten largest are 54.5% of reported value.
How many clients does F.I.G. Financial Advisory Services have?
F.I.G. Financial Advisory Services has 242 clients and manages $162 million for them, as of April 2026. They include 187 individual clients and 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does F.I.G. Financial Advisory Services offer?
F.I.G. Financial Advisory Services provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does F.I.G. Financial Advisory Services charge?
F.I.G. Financial Advisory Services charges 0.45%–2.20% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Which custodians does F.I.G. Financial Advisory Services use?
F.I.G. Financial Advisory Services’ separately managed account assets are held at Axos Clearing LLC (Centennial, CO), with $162M. 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 April 2026
How many financial advisors does F.I.G. Financial Advisory Services have?
F.I.G. Financial Advisory Services has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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
What does F.I.G. Financial Advisory Services invest in?
At the end of its last fiscal year, F.I.G. Financial Advisory Services’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns F.I.G. Financial Advisory Services?
F.I.G. Financial Advisory Services’ direct owners are Ricky Jurrens (50% to 75%) and Christopher Jurrens (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does F.I.G. Financial Advisory Services get paid?
F.I.G. Financial Advisory Services is paid through a percentage of assets under management. 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
How do I contact F.I.G. Financial Advisory Services?
F.I.G. Financial Advisory Services’ main office is at 14642 Bogert Parkway, Oklahoma City, OK 73134. Its phone number is 405-844-9826. Its website is figfinancial.com.