CRD: 301811
Perspective Advisors, LLC
$34.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
3 Employees
182 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-29-2019
- Office Locations
- 2
Office Locations
1740 SE Washington Blvd Bartlesville OK
612 SE Frank Phillips Blvd Bartlesville OK
About Perspective Advisors, LLC
Perspective Advisors, LLC is an Oklahoma-based RIA providing customized, full-service financial planning and investment management for individuals and business owners. The team builds portfolios using ETFs and public funds alongside cash management, and supports tax and estate planning, insurance, and business succession needs. Custody relationships include Charles Schwab and Pershing.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$187.1K AVG AUM / CLIENT
7.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Frontier Bridge Glacier Radial
Investment Themes
Eagle frontier North Bridge
Investment Vehicles
Bridge element Harbor
Services
Crest Pioneer Alpha element Atlas Atlas wave Prime harbor Unison Focus
Owner & Executives
M
MARSHALL METCALF FRASER
Chief Compliance Officer, Partner
- CRD
- #6150620
- Ownership
- 10% but less than 25%
(604) 912-6638
quantum.capital@radialcapital.com
in linkedin.com/in/horizon-focus
Showing 1 of 1 owners & executives
Unlock allContacts
NATHAN MICAH BARHAM
Partner
- CRD
- #4632835
(483) 865-8677
summit.ridge@alphacapital.com
in linkedin.com/in/meridian-north
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,047,160 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,047,160 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,817,275
Public Funds:
32.9% Equity - Exchange:
28.8% Cash:
38.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,088,049,518 | 32.9% |
| Equity - Exchange | $1,827,836,660 | 28.8% |
| Cash | $2,430,768,893 | 38.3% |
| Total | $6,346,655,071 | 100.0% |