# F.I.G. Financial Advisory Services

F.I.G. Financial Advisory Services is a Bank / Wealth / Trust based in Oklahoma City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** www.figfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/figfinancial

## Regulatory record

- **CRD number:** 122053
- **SEC file number:** 801-113557
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122053

## About

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. 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.

## People

- Rick Jurrens — President
- Chris Jurrens — Chief Operating Officer
- Sam Jurrens — Chief Investment Officer

## Questions

### 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.

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Last updated: 2026-08-11T02:43:31.692Z

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