Arrow Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$58,078,393
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
149
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
149
Very HighAverage account size
$389,788
About
Arrow Investment Management provides ongoing portfolio management, financial planning, and estate planning services to individuals, high‑net‑worth clients, and corporations, and the firm also accepts charitable organization clients — a client type that is less common among independent advisers. The firm documents client objectives in an Investment Policy Statement and offers discretionary management tailored to each client’s goals, time horizon, and risk tolerance.
Investment decisions draw on cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, with portfolios that often use custom ETF allocations and may include options strategies (covered, uncovered, and spreads) alongside long‑term holdings. The firm states it acts as a fiduciary for retirement accounts, requires custody on the Altruist platform, and provides at least quarterly reviews and reporting to clients.
Noteworthy distinctions from many peers include the explicit acceptance of charitable organizations as clients and the firm’s requirement that client accounts be maintained with Altruist Financial, as disclosed in the brochure. The firm also engages third‑party providers for estate document production (Encore Estate Planning), uses the RightCapital planning portal, and discloses that it does not aggregate (block) trades across multiple client accounts, which can affect execution.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Annuities
Wealth management
Fee options
$20,000 - $300,000: 0.95% $300,000 - $700,000: 0.85% $700,000 - $1,300,000: 0.75% $1,300,000 - $2,000,000: 0.65% $2,000,000+: 0.55%
$150 per hour
Account minimum: $20,000
Main office location
Arrow Investment Management LLC
3030 Nw Expressway, Suite 300
Oklahoma City OK 73112, United States
Number of offices
1
Most active in
Arrow Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(405) 509-8198
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