A complete list of active advisors currently associated with Arrow Investment Management LLC

Warmer can help you find a great advisor at Arrow Investment Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Arrow Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jesse Carlucci	Oklahoma City, OK	7

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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