Perspective Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,331,365
Clients
172
Advisors
2
across 2 offices
About
Perspective Advisors, LLC provides discretionary and non‑discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities, and also serves pooled investment vehicles. In addition to managing traditional accounts, the firm acts as investment adviser to a private fund (Elevate by Perspective, LP) and provides advisory services to that pooled vehicle.
The firm’s investment process is committee‑driven and model‑based: it creates written Investment Policy Statements, applies proprietary model portfolios across a numbered risk scale, and tailors allocations for individual client needs. Alongside fundamental, quantitative, technical, and cyclical analysis, the firm runs an internally managed long‑short strategy that obtains short exposure via non‑leveraged inverse ETFs and uses options and margin in limited strategies.
What distinguishes the firm from many peers is its role as a sponsor/adviser to a private pooled fund and its provision of portfolio management for that pooled vehicle, a relationship the brochure identifies as a potential conflict of interest that the firm discloses and manages. Operationally, the firm requires custody through Charles Schwab Advisor Services for client accounts and uses Pershing for fund investments, and it also discloses related business activities (including insurance and accounting/tax services) that may create additional conflicts the firm says it will mitigate.
Client services
Expertise
Occupation focus
Fee options
2.50% annually
Main office
See office612 SE Frank Phillips Blvd
Bartlesville OK 74006
Advisors at this office
1
Offices (2)
Most active in
Kansas · Missouri · Oklahoma · Texas
Also doing business as
Perspective Advisors, LLC · Perspective Management Company, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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
Advisors at this firm
Marshall F
Series 65
Bartlesville, OK
Perspective Advisors, LLC
Marshall Fraser is a financial advisor with Perspective Advisors, LLC in Bartlesville, OK, holding a Series 65 designation and 13 years of industry experience. He has worked at Seraph Capital Associates, LLC and currently manages Elevate by Perspective GP, LLC, serving as the general partner responsible for selecting and overseeing the fund’s service providers and investment manager. Perspective Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities, including advisory services to a private fund. The firm employs a committee-driven, model-based investment approach and manages both traditional portfolios and an internally managed long-short strategy.
Nathan B
Series 63, Series 65
Bartlesville, OK
Perspective Advisors, LLC
Nathan Barham is a financial advisor with Perspective Advisors, LLC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, AIG American General Life Company, and Sutterfield Financial Group. Outside of advising, he serves on the boards of the Ray of Hope Child Advocacy Center and the YMCA of Bartlesville, and he owns a Christian apparel business. Perspective Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, business entities, and private pooled investment vehicles. The firm utilizes a committee-driven, model-based investment process and manages a private fund, Elevate by Perspective, LP, for which it also serves as adviser.
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