Arvest Investments is an investment advisor in Rogers with $2.70 bn assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
710794602
SEC advisor number
801-63738
FINRA CRD number
42057
AUM ?
$2.70 bn
(as of 3 Apr 23)
Accounts
7,899
(as of 3 Apr 23)
Employees
247
(214 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Arvest Bank | Owner | 07/1996 | > 75% |
Arvest Bank Group, Inc. | Shareholder | 01/2000 | > 75% |
Walton, Samuel Robson | Shareholder | 12/1988 | 25-50% |
Payne, Karla | Director | 07/2003 | < 5% |
Perron, John Arleigh | Registered Options and Security Futures Principal (Rosfp) | 08/2005 | < 5% |
Sabin, Kenneth Kevin | Director | 06/2011 | < 5% |
Walton, Jim C. | Shareholder | 12/1988 | 25-50% |
Brewer, Gretchen Daphyne | Financial and Operations Principal, Principal Financial Officer and Principal Operating Officer | 02/2014 | < 5% |
Rogers, Donny Ray JR | President / Director | 03/2016 | < 5% |
Krieger, Bradley Wayne | Director | 02/2015 | < 5% |
Derryberry, Dee Garrison | COO | 03/2016 | < 5% |
Perron, John Arleigh | ARVEST1 Manager / Manager of Client Services | 06/2016 | < 5% |
Perron, John Arleigh | Municipal Principal | 06/2016 | < 5% |
Arvest Holdings, Inc. | Shareholder | 10/2001 | > 75% |
Perron, John Arleigh | Private Securities Offerings Principal | 09/2017 | < 5% |
Machen, James Matthew | Director | 12/2018 | < 5% |
Rivaldo, Craig Alan | Director | 03/2020 | < 5% |
James, Cara Clugston | Director | 03/2020 | < 5% |
Rooker, Barry Christopher | Senior Director of Sales/director | 01/2021 | < 5% |
Smith, Brian Andrew | Director, Executive Vice President, Senior Director of Sales & Director of Retirement Plan Consulting | 06/2021 | < 5% |
Krus, Paul Anthony | Executive Vice President, Senior Director of Advisor Growth and Development | 06/2021 | < 5% |
Spears, Robert Craig | Senior Vice President, Director of Advanced Planning | 06/2021 | < 5% |
Andress, Laura Jean | Director | 12/2019 | < 5% |
Cottrell, Asa Anderson | Chief Executive Officer/director | 06/2021 | < 5% |
Cain, Kendra Bradford | Chief Compliance Officer | 04/2023 | < 5% |
Latest filings (excl ownership)