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F.I.G. Financial Advisory Services
F.I.G. Financial Advisory Services was established as a financial planning and asset management firm headquartered in Oklahoma City. The firm's founding...
F.I.G. Financial Advisory Services
F.I.G. Financial Advisory Services was established as a financial planning and asset management firm headquartered in Oklahoma City. The firm's founding details and principal owners are not publicly documented, consistent with many small, privately held advisory practices that do not disclose ownership structures. Its identity is tied to the Oklahoma City market, serving a client base that likely includes local business owners, professionals, and families seeking tax-aware wealth management and retirement planning. The firm's strategy centers on comprehensive financial planning paired with managed account solutions. Its asset-class exposure typically spans domestic equities, fixed income, and mutual funds or ETFs, with possible allocations to alternatives like REITs or structured products depending on client suitability. As a smaller registered investment advisor, F.I.G. does not run proprietary fund vehicles or direct private investments. The geographic focus remains the Oklahoma City metropolitan area and extended relationships across Oklahoma and northern Texas. F.I.G.'s scale reflects the economics of a regional advisory practice: total assets under management and team size are undisclosed, but firms of this profile in the Oklahoma City market typically manage between $100 million and $500 million with a team of three to ten professionals. The practice maintains no additional offices and has not announced adjacent vehicles, foundation structures, or operating company affiliations. No material operational events — such as mergers, strategy shifts, or key hires — have been reported in the last 24 months as of early 2025. The structural differentiator for F.I.G. is its independence. Without a bank parent or private-equity aggregator backing, the firm retains full control over manager selection, custodian relationships, and client-service protocols. This posture appeals to clients who prioritize continuity of the advisor relationship over the resources of a national brand — a durable, if quiet, position in the wealth management landscape.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
Oklahoma City, OK, United States
Frequently asked questions
How does F.I.G. Financial Advisory Services structure its client relationships?
F.I.G. operates under a standard registered investment advisor model, providing financial planning and discretionary asset management services. Clients typically engage through a fee-based structure tied to assets under management, with planning services often layered in as a standalone or bundled offering. The firm's independence means it selects third-party custodians and investment products without proprietary fund mandates.
Does F.I.G. manage direct private investments or alternative assets?
F.I.G.'s core offering is built around traditional managed portfolios. For clients seeking alternatives exposure, the firm likely accesses real estate, private credit, or private equity through publicly registered interval funds, non-traded REITs, or structured notes — standard tools for a regional RIA. Direct deal origination is not part of its publicly known mandate.
Which geographic markets does F.I.G. primarily serve?
The firm's presence is concentrated in the Oklahoma City metropolitan area, with likely extended reach into Tulsa, Wichita, and the Dallas-Fort Worth corridor. Its client development depends on local professional networks — attorneys, CPAs, and business brokers — rather than national marketing or online aggregation platforms.
Is F.I.G. affiliated with a larger financial institution or aggregator platform?
F.I.G. Financial Advisory Services maintains an independent structure with no publicly disclosed affiliation to a bank holding company, wirehouse, or RIA aggregator. This independence gives the firm discretion over technology, compliance, and investment policy, but it also means they bear the full operational and regulatory burden of a standalone entity.
How is F.I.G.'s succession or governance structured given its likely small-team profile?
For a firm of F.I.G.'s apparent size, governance and succession planning is a material risk. No operating agreement, internal partnership track, or external sale has been disclosed. In similar Oklahoma City advisory practices, succession often pivots on a single lead advisor's timeline, with junior advisors or a planned sale to a regional competitor serving as the primary continuity mechanism.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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