# Perspective Advisors, LLC

Perspective Advisors, LLC is a Multi Family Office based in Bartlesville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bartlesville, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** perspectiveadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/perspective-advisors

## Regulatory record

- **CRD number:** 301811
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301811

## About

Perspective Advisors provides customized investment solutions and full-service solutions for personal and business financial needs. An experienced team of financial professionals first listens, then provides guidance, wisdom and practical solutions. Services include accounting, consulting, insurance, investing, estate planning, and retirement.

## People

- Nathan Barham - Partner & Chief Executive Officer
- Marshall Fraser - Partner & Chief Compliance Officer
- Kelsey Barham - Partner & Chief Financial Officer
- Emerald Pitman - Chief Operations Officer
- Brandi Thomas - Vice President of Accounting
- Cole Brown - Senior Planning & Investments Specialist
- Celsy Courtney - Senior Accounting Analyst
- Patti Grissom - Staff Accountant
- Kaleb Hull - Staff Accountant
- Heath Arnold - Staff Accountant

## Questions

### Does Perspective Advisors disclose its AUM or client details?

No. The firm does not publicly disclose its assets under management or the identities of its client families. This is typical for state-registered investment advisors serving high-net-worth families, where client privacy is a priority.

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Last updated: 2026-08-11T15:07:49.000Z

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