$926.6M Total AUM
$756.8M Disc. AUM
15.2% 3Y CAGR
13 Employees
709 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2017
- Office Locations
- 2
Office Locations
14811 Saint Mary's Lane Suite 175 Houston TX
4625 E. 91st Street Tulsa OK
About THE Advisory Resource Group, LLC
THE Advisory Resource Group, LLC is a Tulsa-based RIA with 2 offices. The firm has been operating for 8 years. Managing $926.6M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
37 AVG AGE
$154.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8.5 yrs AVG TENURE
13 Employees
6 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
B
BENJAMIN RANDAL STEELE
Financial Advisor, General Partner
- CRD
- #5194335
- Ownership
- 75% or more
Available
Available
Available
C
CHRISTOPHER GRANT BROWN
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4918966
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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A
ANDREW MAXWELL ALDREDGE
Financial Advisor, General Partner
- CRD
- #5247721
Available
Available
Available
C
CHRISTINA M ALDREDGE
Financial Advisor, General Partner
- CRD
- #5536286
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $756,750,848 | $464,549 |
| Non-Discretionary | $169,818,823 | $217,438 |
| Total | $926,569,671 | $384,469 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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