Broken Arrow, OK S Elm Place Office

Team
Updated today
Arvest Wealth management logo

Arvest Wealth management

Multi-team

Firm-wide stats for Arvest Wealth management

Total advisors

204

Across 30 offices

Clients per advisor

33 Low

Avg AUM per client

$438,982 Low

HNW client ratio

9% Low

About

Arvest Wealth Management (Arvest Investments, Inc.) provides investment advisory services, financial planning, retirement plan consulting, and firm‑sponsored wrap fee programs to a mix of individual investors (including high‑net‑worth clients), employer‑sponsored retirement plans, charitable organizations, and corporate clients. As of December 31, 2025, the firm reported approximately $3.44 billion in regulatory advisory assets under management, supported by 207 advisors and roughly 6,689 clients across its enterprise platform.

The firm’s investment process draws on fundamental, technical, quantitative, and qualitative analysis and emphasizes asset allocation and tailored long‑ and short‑term strategies designed to match clients’ objectives and risk tolerances. While Arvest offers discretionary portfolio management, its Form ADV shows about $997.5 million managed on a discretionary basis versus total advisory AUM of roughly $3.44 billion, indicating that a substantial portion of client assets are managed on a non‑discretionary basis.

Arvest is a wholly owned subsidiary of Arvest Bank and is registered both as an SEC investment adviser and as a FINRA‑member broker‑dealer (member SIPC), and many advisors hold dual registrations and insurance licenses, creating operational links to banking and insurance affiliates. The brochure discloses an ongoing reassignment of retirement plan consulting engagements to Arvest Bank’s Trust Department (begun in the third quarter of 2024), an internal restructuring that may change how plan services are delivered while not intended to alter scope or fees.

Based on Arvest Wealth management

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance

Based on Arvest Wealth management

Occupation focus

Founder/Business Owner Retired

Based on Arvest Wealth management

Location

2950 S Elm Place

Broken Arrow OK 74012

Advisors at this office

3

Advisors at this office

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Cale C

Series 66

Broken Arrow, OK

Arvest Wealth management

Cale Cabbiness is a financial advisor with Arvest Wealth Management in Broken Arrow, OK. He holds the Series 66 designation and has been with Arvest Wealth Management and Arvest Bank since 2025. Prior to his advisory role, Cale’s background includes education at Oklahoma State University and employment outside the financial industry. He splits his time between Arvest Bank and Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with client strategies guided by Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Toy H

Series 66, Series 63

Broken Arrow, OK

Arvest Wealth management

Toy Hudson is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Arvest Wealth Management and Arvest Bank since 2025, splitting his time between the two entities. His prior experience includes roles at Simmons Bank, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of Oklahoma, Woodforest National Bank, and positions outside of finance at Home Depot and Lowe's. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies aligning with client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Marcus C

Series 66

Broken Arrow, OK

Arvest Wealth management

Marcus Carr is a financial advisor with Arvest Wealth Management in Broken Arrow, Oklahoma. He holds the Series 66 designation and has four years of industry experience. Marcus is dually employed by Arvest Bank and Arvest Wealth Management, splitting his time between the two roles. Prior to joining Arvest, he held various positions including a role at Bass Pro Shops. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
View complete list of advisors at this office
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