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First Investment Corporation

First Investment Corporation. CRD 110972

First Investment Corporation logo

CRD: 110972

First Investment Corporation

Bartlesville, OK, 74003
9183372045
www.firstinvestmentcorp.com
$66.8M Total AUM
$66.8M Disc. AUM
-- 3Y CAGR
3 Employees
240 ADV. Clients
37 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
--
Established Date
04-11-1989
Office Locations
1

Office Locations

307 SE Frank Phillips Blvd. Bartlesville OK

About First Investment Corporation

First Investment Corporation is an Oklahoma-based investment advisory firm serving individuals and families with retirement and financial planning, portfolio management, estate-planning coordination, and risk/expense planning. The team emphasizes conservative diversification and managing long-term purchasing-power risk, and can deliver comprehensive plans with a CFP4 professional on staff. Securities are offered through Calton & Associates (FINRA/SIPC); the firm is registered in OK, TX, AR, FL, and KS.

Team overview

-- AVG AGE
$22.3M AVG AUM / ADVISOR
$278.4K AVG AUM / CLIENT
18.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
37yrs Firm Age

Insights

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Asset Classes

Value Capital

Client Personas

Capital radial

Custodian

Beacon Radial Atlas vector

Investment Themes

Focus fusion Harbor Signal

Investment Vehicles

Alpha element

Services

Zenith Harbor north Timber Vertex Ember meridian Element Ember Radial

Owner & Executives

C

CHERYL ANNETTE GREEN

Chief Executive Officer, President

CRD
#2626085
Ownership
75% or more
(795) 443-6424
insight.signal@glaciercapital.com
in linkedin.com/in/optima-capital
K

KENNETH WAYNE GREEN

Associate Director, Chief Compliance Officer, Chief Operations Officer, VICE PRESIDENT

CRD
#4372317
Ownership
25% but less than 50%
(559) 286-1661
focus.capital@signalcapital.com
in linkedin.com/in/zenith-pioneer

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Contacts

M

MORGAN FAYE BARNHILL

--

CRD
#6204844
(454) 403-8686
quantum.oak@radialcapital.com
in linkedin.com/in/beacon-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-07-2011
08-27-2012
Category Assets AVG. Account size
Discretionary $66,821,655 $125,715
Non-Discretionary $0 $3,582
Total $66,821,655 $117,487

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Separately Managed Accounts

Total SMA Asset: $66,821,655

$66.8M Total SMA
Public Funds:
17.8%
Equity - Exchange:
48.0%
Cash:
34.2%
Asset class Assets Assets %
Public Funds $1,556,784,648 17.8%
Equity - Exchange $4,198,070,962 48.0%
Cash $2,991,125,560 34.2%
Total $8,745,981,170 100.0%

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