This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Focus eagleOptima unison
- Established Date
- 03-18-1997
- Office Locations
- 72
Office Locations
About Arvest Wealth Management
Arvest Wealth Management is a retail and institutional advisory firm providing financial planning, portfolio construction and asset management, alongside estate planning, retirement plan and insurance solutions. Its investment toolkit includes ETFs and mutual funds, fixed income and alternative exposures, with ESG/SRI options; it serves entrepreneurs among its client base. The firm custodies with Pershing and operates across 71 offices.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GRETCHEN DAPHYNE BREWER
Principal
- CRD
- #5089523
- Ownership
- Less than 5%
Kendra Bradford Cain
Chief Compliance Officer, DIRECTOR
- CRD
- #4580246
- Ownership
- Less than 5%
North vector
Eagle vital capital
- CRD
- #32891
- Ownership
- 5.0%
Showing 2 of 17 owners & executives
Unlock allContacts
DWIGHT DOUGLAS ADKINS
Senior Vice President, Senior Client Advisor
- CRD
- #4304267
Roberto Carlos Aguilar
--
- CRD
- #7977443
Beacon oak
Alpha legacy
- CRD
- #56367
Showing 2 of 229 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $997,487,385 | $453,197 |
| Non-Discretionary | $2,442,254,283 | $390,636 |
| Total | $3,439,741,668 | $406,926 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,439,741,668
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $36,401,661 | 5.8% |
| Equity - Exchange | $112,970,672 | 18.0% |
| U.S. Government/Agency | $165,062,704 | 26.3% |
| Cash | $121,129,665 | 19.3% |
| Municipal Bonds | $149,372,333 | 23.8% |
| Corporate - Investment Grade | $42,677,810 | 6.8% |
| Total | $627,614,845 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL EAGLE | NORTH RIDGE | F467KH38C | VFCR | 7.57% | $69,784,350 |
| ZENITH BRIDGE | OPTIMA HORIZON | KHM7R83DJ | DODC | 11.45% | $24,855,739 |
| ATLAS WAVE | FOUNDATION UNISON | TQ0R6DKSG | CFRC | 3.18% | $38,305,794 |
| VECTOR OPTIMA | NORTH HORIZON | PYS0WAJMX | REKSB | 8.93% | $1,250,528 |
| ZENITH SUMMIT CAPITAL | OPTIMA SUMMIT | CYNBL6DL8 | AZZ | 3.52% | $76,178,668 |
| EMBER PEAK HORIZON | RADIAL CATALYST | X0CUGELNC | EJM | 6.21% | $119,068,329 |
| RADIAL ZENITH RADIAL | PRIME HARBOR | M44CYRCOZ | UQQZ | 6.92% | $75,047,776 |
| BEACON INSIGHT | VITAL NORTH | T22BLB6Z6 | YOVQU | 12.23% | $23,613,499 |