CRD: 299972
Arrow Investment Management LLC
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- Custodian
- Altruist · Pershing · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- VectorFusion
- Established Date
- 02-20-2019
- Office Locations
- 1
Office Locations
About Arrow Investment Management LLC
Arrow Investment Management is an Oklahoma City RIA providing ongoing goal-based financial planning and investment management, including custom low-fee ETF portfolios with strategic allocation, rebalancing, and tax-loss harvesting. The firm supports families, retirees, and small business owners with retirement, tax, and estate planning plus small-business retirement plans (e.g., 401(k), SEP/SIMPLE). Led by CIO Jesse Carlucci, PhD, CFP, and operates on platforms including Altruist and Pershing.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jesse Robert Carlucci
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #7053639
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,863,845 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,863,845 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,863,845
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,307,861,601 | 40.0% |
| Cash | $1,494,340,387 | 25.9% |
| Equity - Exchange | $1,967,452,015 | 34.1% |
| Total | $5,769,654,003 | 100.0% |