Henryetta, OK Office

Private Client Advisor Group provides investment advisory services to individuals, families, businesses and retirement plans, offering ongoing discretionary portfolio management, project-based financial planning and retirement-plan setup and administrative services. The firm reports managing about $110 million for roughly 190 client relationships and typically bills for investment management on an assets‑under‑management basis while quoting fixed or hourly fees for planning engagements.

The firm’s investment process is grounded in modern portfolio theory and seeks globally diversified portfolios implemented primarily with mutual funds and exchange‑traded funds, using fundamental security analysis alongside market‑trend and economic‑cycle considerations. Portfolios are generally managed on a discretionary basis with client risk profiles documented and periodic account reviews performed to monitor allocation and performance; the firm may also employ individual equities, fixed income, options, margin and short‑term trading where appropriate.

Distinctive features include the firm’s recent conversion to an SEC‑registered RIA after its earlier formation, and a multi‑adviser team in which several registered representatives maintain separate insurance practices, one advisor holds an active CPA credential and another originates mortgage loans; some team members operate under separate business names. The brochure discloses these additional business activities and related compensation streams as potential conflicts, and the firm also notes it does not offer wrap programs or performance‑based fees and relies on custodians that provide institutional services and ancillary benefits to the adviser.