{"url":"https://nivawealth.com/firms/the-advisory-resource-group-290110","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290110","regulatoryAum":926569671,"crd":"290110","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5247721","suffix":null,"lastName":"ALDREDGE","firstName":"ANDREW","middleName":"MAXWELL"},{"crd":"5536286","suffix":null,"lastName":"ALDREDGE","firstName":"CHRISTINA","middleName":"M"},{"crd":"4918966","suffix":null,"lastName":"BROWN","firstName":"CHRISTOPHER","middleName":"GRANT"},{"crd":"6401225","suffix":null,"lastName":"JONES","firstName":"ANDREW","middleName":"MARTIN"},{"crd":"6237190","suffix":null,"lastName":"Pruitt","firstName":"Aaron","middleName":"D"},{"crd":"4182188","suffix":null,"lastName":"SCARCELLA","firstName":"JASON","middleName":"BRADLEY"},{"crd":"5194335","suffix":null,"lastName":"STEELE","firstName":"BENJAMIN","middleName":"RANDAL"},{"crd":"4668994","suffix":null,"lastName":"WOLFF","firstName":"CASEY","middleName":"CHARLES"}],"total":8,"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":"2021-03-11","regulatoryAum":573690448,"clients":695,"employees":10,"offices":4},{"filedOn":"2022-03-07","regulatoryAum":681929591,"clients":717,"employees":12,"offices":4},{"filedOn":"2023-03-03","regulatoryAum":605988706,"clients":714,"employees":12,"offices":4},{"filedOn":"2024-03-26","regulatoryAum":715501519,"clients":712,"employees":14,"offices":4},{"filedOn":"2025-03-25","regulatoryAum":808797280,"clients":712,"employees":13,"offices":4},{"filedOn":"2026-03-16","regulatoryAum":926569671,"clients":709,"employees":13,"offices":4}],"secFileNumber":"801-111999","legalName":"The Advisory Resource Group, LLC","displayName":"The Advisory Resource Group","slug":"the-advisory-resource-group-290110","website":"https://cpfguide.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Oklahoma limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4625 E. 91st Street","city":"Tulsa","state":"OK","stateName":"Oklahoma","country":"United States","postalCode":"74137"},"tradeNames":["Compass Pointe Financial","Compass Pointe Houston"],"registration":{"secApproved":"31 October 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1306868.365303244,"staff":{"employees":13,"advisory":6,"brokerDealerReps":4,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":926569671,"discretionary":756750848,"discretionaryAccounts":1629,"nonDiscretionary":169818823,"nonDiscretionaryAccounts":781,"wrapProgram":686318182,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":562,"regulatoryAum":412200547},{"label":"High-net-worth individuals","clients":147,"regulatoryAum":514369124}],"feePrograms":[{"role":"main","program":"Investment Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019870","versionId":1019870,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-16","documentName":"PART 2A BROCHURE","fee_rate_low":null,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":200000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:26:40.454469+00:00","documents":[{"name":"PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019870","versionId":1019870,"submittedOn":"2026-03-16"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019871","versionId":1019871,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":926569671}],"custodyNote":"The Advisory Resource Group does not have custody of client assets.","leadership":[{"name":"Christopher Brown","title":"Chief Compliance Officer","crd":"4918966"},{"name":"Benjamin Steele","title":"Member","crd":"5194335"}],"ownership":[{"label":"Benjamin Steele","detail":"Member in the 75% or more ownership band and a control person, since December 2017."}],"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Oklahoma","offices":3,"addresses":[{"street":"4625 E. 91st Street","city":"Tulsa","headquarters":true},{"street":"3654 Camelot DR., Suite B","city":"Bartlesville"},{"street":"200 S. 1st. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Advisory Resource Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Advisory Resource Group charge?","answer":"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.","source":"PART 2A BROCHURE, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Advisory Resource Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Advisory Resource Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Advisory Resource Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does The Advisory Resource Group have a minimum investment?","answer":"Yes, The Advisory Resource Group’s minimum account size for its Investment Management is $200K.","source":"PART 2A BROCHURE, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns The Advisory Resource Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Advisory Resource Group get paid?","answer":"The Advisory Resource Group is paid through a percentage of assets under management. 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