Arrow Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$58,078,393
Clients
149
Advisors
1
of 1 employees
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
Expertise
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
3030 NW Expressway, Suite 300
Oklahoma City OK 73112
Advisors at this office
1
Most active in
Louisiana · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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
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