OKLAHOMA CITY, OKCRD 105506Latest ADV April 30, 2026
F.I.G. Financial Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Oklahoma City, OK.
Assets Under Management
$162M
Employees
3
Offices
--
Total Clients
242
Primary office
OKLAHOMA CITY, OK
14642 BOGERT PARKWAY, OKLAHOMA CITY, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
187
2
HNWI
22.7%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of April 30, 2026
Discretionary100.0%
$162M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$162M
Total Accounts540
10Y AUM Change+$50M (+45.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee81:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.