Fee-OnlyFinder

Investment Strategies, LLC

% of assets managed in Oklahoma City, OK

State registeredNo commissions reported

Call (405) 703-3858Send a messageMap ↗

Public-record details

Address
932 Sw 107th St, Suite 200, Oklahoma City, OK 73170
Phone
(405) 703-3858
Listed under
% of assets managed, Retirement plan consulting
CRD number
140739
Registration
State registered: OK, TX
Compensation (Form ADV 5.E)
Percentage of assets under management; Other (Referral Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management
$8.8 million
Accounts managed
193
Clients reported (Form ADV 5.D)
144
Individual / high-net-worth clients
3 / 141
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-09-02

State registered (OK, TX) investment adviser, CRD 140739, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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