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First Investment Corporation

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Client assets under management

$66,592,728

Clients

221

13% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

74

High

Average account size

$301,325

About

First Investment Corporation is a small advisory firm that manages roughly $67.6 million in client assets across about 221 client relationships and provides services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and small businesses. The firm offers financial planning, discretionary investment management, hourly consultations, and retirement‑plan advisory services.

Portfolios are built from mutual funds, exchange‑traded funds, stocks and bonds with asset allocation and suitability determined through client consultations and periodic reviews; the firm typically provides advice under discretionary authority and uses research from mutual fund companies and third‑party data providers. Financial planning is integrated with investment management, and clients may engage for one‑time plans, ongoing management, or retirement‑plan education and enrollment support.

Uncommonly for similarly sized supported firms, the firm’s advisory representatives are also registered representatives of a FINRA‑registered broker‑dealer and the firm directs that broker‑dealer to establish and maintain client accounts, a structure under which representatives may receive commissions and 12b‑1 trail fees and some advisors hold insurance licenses and earn commissions on insurance products. The brochure discloses these affiliations and related conflicts of interest, notes the firm’s current preference for institutional mutual‑fund share classes where available, and describes processes for handling legacy Class A/C holdings.

Client services

Financial planning Portfolio management Financial analysis/consultations

Expertise

General retirement planning General tax planning Charitable giving & philanthropy Wealth management Cash flow / budgeting

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.45% $2,000,000 - $2,999,999: 1.40% $3,000,000 - And Over: 1.35%

Commissions

Advisory representatives earn commissions and 12b-1 fees from sale of mutual funds and insurance products; brokerage clients not charged advisory fees

Project-based

$150 per hour for financial planning and consultation services; minimum 4 hours; fees generally do not exceed $1,500

Other

Account minimum: $2,500 Minimum fee: Minimum advisory fee of $600 for financial planning services (4 hours at $150/hour) Fee-only: Financial planning and hourly consultation fees charged at $150/hour; financial planning fees generally do not exceed $1,500; minimum 4 hours ($600)

Main office location

First Investment Corporation

307 Se Frank Phillips Blvd.

Bartlesville OK 74003, United States

Number of offices

1

Most active in

More info

Arkansas · Florida · Kansas · Oklahoma · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 918-337-2045

Advisors at this firm

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user avatar

Kenneth G

CFP®, Series 66

Bartlesville, OK

First Investment Corporation

Kenneth Green is a CFP® with 24 years of experience in financial advising. He has been with First Investment Corporation since 2001 and is also affiliated with Calton & Associates, Inc. Outside of his advisory work, he is involved in bookkeeping and accounting through a separate business venture. First Investment Corporation provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $64 million in client assets across three advisors, employing suitability-based, discretionary strategies using mutual funds, ETFs, individual securities, and periodic asset allocation adjustments.

General retirement planning General tax planning Charitable giving & philanthropy Wealth management Cash flow / budgeting Founder/Business Owner
user avatar

Morgan B

Series 66

Bartlesville, OK

First Investment Corporation

Morgan Barnhill is a financial advisor at First Investment Corporation with seven years of industry experience. He holds a Series 66 designation and has worked at First Investment Corporation since 2013, including time at its affiliated broker-dealer, Calton & Associates, Inc. Outside of finance, Barnhill co-owns a restaurant and food truck in Bartlesville, Oklahoma, and operates a contract cleaning company. First Investment Corporation provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs suitability-based, discretionary strategies across various asset classes and manages approximately $64 million in client assets.

General retirement planning General tax planning Charitable giving & philanthropy Wealth management Cash flow / budgeting Founder/Business Owner
user avatar

Cheryl G

Series 66

Bartlesville, OK

First Investment Corporation

Cheryl Green is a financial advisor with First Investment Corporation in Bartlesville, OK, holding a Series 66 designation and 24 years of industry experience. She has been with First Investment Corporation since 2001 and also has experience at Calton & Associates, Inc. Outside of her advisory role, she is a licensed real estate sales associate and is involved in bookkeeping and accounting through a separate business. First Investment Corporation provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $64 million in client assets using suitability-based, discretionary strategies involving mutual funds, ETFs, individual stocks and bonds, supported by research and periodic asset allocation adjustments.

General retirement planning General tax planning Charitable giving & philanthropy Wealth management Cash flow / budgeting Founder/Business Owner
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