The Advisory Resource Group provides portfolio management for individuals and small businesses, estate planning, financial planning, insurance, retirement plan services, and tax planning.
The Advisory Resource Group reports 709 clients. They include 562 individual clients and 147 high-net-worth individuals. Of its assets, 81.7% ($757M across 1,629 accounts) are managed with discretion; $170M across 781 accounts are not. A wrap fee program the firm both sponsors and manages holds $686M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 44% |
| High-net-worth individuals | 21% | 56% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 562 | $412M | 44.5% | $733K |
| High-net-worth individuals | 147 | $514M | 55.5% | $3.5M |
| Total | 709 | $927M | 100% | $1.31M |
- Clients
- 562
- Regulatory AUM
- $412M
- AUM share
- 44.5%
- Avg. per client
- $733K
- Clients
- 147
- Regulatory AUM
- $514M
- AUM share
- 55.5%
- Avg. per client
- $3.5M
Total
- Clients
- 709
- Regulatory AUM
- $927M
- AUM share
- 100%
- Avg. per client
- $1.31M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
The Advisory Resource Group charges up to 1.75% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $200,000.
Fee details and sources
Benjamin Steele owns 75% or more of The Advisory Resource Group. The leadership team of The Advisory Resource Group includes Chief Compliance Officer Christopher Brown. It has 13 employees, 6 of them in advisory roles.
Leadership
- Christopher BrownChief Compliance Officer
- Benjamin SteeleMember
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 6 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 4 insurance agents
- Owns 75% or more of The Advisory Resource Group, LLC
Benjamin Steele
Control person · since December 2017
The Advisory Resource Group’s regulatory assets grew 1.6× from $574M (March 2021) to $927M (March 2026); clients were 709 in both filings and employees rose from 10 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $927M | 709 | 13 | 4 |
| March 2025 | $809M | 712 | 13 | 4 |
| March 2024 | $716M | 712 | 14 | 4 |
| March 2023 | $606M | 714 | 12 | 4 |
| March 2022 | $682M | 717 | 12 | 4 |
| March 2021 | $574M | 695 | 10 | 4 |
Besides its headquarters, The Advisory Resource Group has 3 offices, with 4 listed addresses in Oklahoma and Texas.
Oklahoma · 3 listed addresses
- 4625 E. 91st Street, TulsaHQ
- 3654 Camelot DR., Suite B, Bartlesville
- 200 S. 1st. Ponca City, Ponca City
Texas · 1 listed address
- 14811 St. Mary'S Lane, Suite 175, Houston
Other business names
The Advisory Resource Group has reported 2 other business names to the SEC.
- Compass Pointe Financial
- Compass Pointe Houston
Contact and registration details
- Legal name
- The Advisory Resource Group, LLC
- Headquarters
- 4625 E. 91st Street, Tulsa, OK 74137
- Website
- cpfguide.com
- Phone
- 918-481-1934
- SEC file
- 801-111999
- Structure
- Oklahoma LLC
- Fiscal year end
- December
The Advisory Resource Group uses Charles Schwab ($927M) as custodian for its separately managed accounts. The Advisory Resource Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $927M100%
At year end, The Advisory Resource Group’s separately managed accounts were mostly in stocks (54%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $665M across 183 positions; the largest are Pacer Fds TR (6.7%), Phillips 66 (4.9%) and Janus Detroit Str TR (3.8%).
What the accounts hold
- Stocks54%
- Funds29%
- Bonds10%
- Investment grade corporate bonds9%
- U.S. government and agency bonds1%
- Cash7%
Reported 13F holdings
- $665M
- Reported 13F value
- 183
- Positions
- 35.4%
- In the 10 largest
- +14.4%
- Value vs. prior quarter
- Pacer Fds TR · Metaurus Cap 4006.7%
- Phillips 664.9%
- Janus Detroit Str TR · Hend Secu IN ETF3.8%
- Pgim ETF TR · Tota Retu BD ETF3.3%
- Pacer Fds TR · Nasd IN Pate ETF3.3%
- Conocophillips3.2%
- J P Morgan Exchange Traded F · Small & Mid Cap3.0%
- Palmer Square Funds TR · CR Oppor ETF3.0%
- SPDR Series Trust · ST Str Aggre ETF2.1%
- iShares TR · Core S&P500 ETF2.0%
Together, the ten largest are 35.4% of reported value.
How many clients does The Advisory Resource Group have?
The Advisory Resource Group has 709 clients and manages $927 million for them, as of March 2026. They include 562 individual clients and 147 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does The Advisory Resource Group offer?
The Advisory Resource Group provides portfolio management for individuals and small businesses, estate planning, financial planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does The Advisory Resource Group charge?
The Advisory Resource Group charges up to 1.75% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $200,000.
Which custodians does The Advisory Resource Group use?
The Advisory Resource Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $927M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does The Advisory Resource Group have?
The Advisory Resource Group has 4 investment adviser representatives registered with state securities authorities, out of 13 employees, and 6 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 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 The Advisory Resource Group invest in?
At the end of its last fiscal year, The Advisory Resource Group’s separately managed accounts held 54% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 9% investment grade corporate bonds, 7% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does The Advisory Resource Group have a minimum investment?
Yes, The Advisory Resource Group’s minimum account size for its Investment Management is $200K.
Who owns The Advisory Resource Group?
The Advisory Resource Group’s direct owner is Benjamin Steele (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does The Advisory Resource Group get paid?
The Advisory Resource Group 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
Is The Advisory Resource Group registered with the SEC?
Yes, The Advisory Resource Group has been registered with the SEC as an investment adviser since 31 October 2017. Its CRD number is 290110 and its SEC file number is 801-111999.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact The Advisory Resource Group?
The Advisory Resource Group’s main office is at 4625 E. 91st Street, Tulsa, OK 74137. Its phone number is 918-481-1934. Its website is cpfguide.com.