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Conkin Financial Group, Inc.

Conkin Financial Group, Inc.. CRD 328254

Conkin Financial Group, Inc. logo

CRD: 328254

Conkin Financial Group, Inc.

Edmond, OK, 73013
4053486200
www.conkinfinancial.com
$54.8M Total AUM
$54.8M Disc. AUM
-- 3Y CAGR
1 Employees
152 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist · Truist Bank · Voya Financial
Clients
Retail and Institutional
Platforms
Ridge crestOak +more
Established Date
11-27-2023
Office Locations
1

Office Locations

1616 E. 19th St. Suite 403 Edmond OK

About Conkin Financial Group, Inc.

Conkin Financial Group, Inc. is an SEC-registered RIA in Edmond, Oklahoma led by President/Owner Steve Conkin (CFP, ChFC, MBA). The firm focuses on financial and retirement planning and builds client portfolios primarily with public funds, including mutual funds and ETFs. Distribution teams will note its boutique, advisor-led model, with a client access portal and a Calendly-based meeting scheduling workflow; custody relationships include Altruist.

Team overview

46 AVG AGE
$54.8M AVG AUM / ADVISOR
$360.8K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Bridge Zenith

Client Personas

Eagle radial Vector beacon

Custodian

Meridian vertex Atlas Wave Glacier Radial ridge Vital vector Peak capital

Fund Managers

Prime optima

Investment Themes

North pioneer Element quantum Alpha catalyst

Investment Vehicles

Value vector Fusion vital

Platform

Wave

Services

Momentum quantum Quantum Quantum value Unison Zenith ember Bridge

Technology

Insight prime Momentum beacon Ember

Owner & Executives

STEVEN ROSS CONKIN

STEVEN ROSS CONKIN

Chief Compliance Officer

CRD
#3230634
Ownership
Less than 5%
(356) 385-4458
value.meridian@elementcapital.com
in linkedin.com/in/focus-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $54,837,108 --
Non-Discretionary $0 --
Total $54,837,108 --

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Separately Managed Accounts

Total SMA Asset: $54,837,108

$54.8M Total SMA
Public Funds:
33.6%
Cash:
39.9%
Equity - Exchange:
26.5%
Asset class Assets Assets %
Public Funds $669,593,956 33.6%
Cash $795,142,822 39.9%
Equity - Exchange $528,102,376 26.5%
Total $1,992,839,154 100.0%

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