Data / Investment advisers / Oklahoma / Castlepoint Wealth Advisors
Castlepoint Wealth Advisors, Oklahoma City, OK: $751 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Castlepoint Wealth Advisors is an SEC registered investment adviser with its main office in Oklahoma City, Oklahoma and reports $751 million in regulatory assets under management in its Form ADV filed September 11, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Castlepoint Wealth Advisors (CRD number 205512): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 205512
- SEC file number
- 801-96254
- SEC status
- Approved, effective May 11, 2015
- Legal name
- ARK & TLK Investments, LLC
- Main office
- 7308 N. Classen Blvd., Oklahoma City, OK 73116
- Phone
- (405) 705-2906
- Regulatory AUM
- $751,448,285 in the Form ADV filed September 11, 2026
- Discretionary AUM
- $717,418,656
- Non discretionary AUM
- $34,029,629
- Accounts
- 1,139
- Employees
- 10, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 152 | $646.7 million |
| Individuals (other than high net worth individuals) | 125 | $57.8 million |
| Corporations or other businesses | 6 | $47 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $751.4 million | March 19, 2026 |
| December 1, 2025 | $605 million | November 18, 2025 |
Other advisers in Oklahoma City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Warwick Investment Group, LLC | Oklahoma City | $2.05 billion | 5 | adviserinfo.sec.gov |
| Tom Johnson Investment Management, LLC | Oklahoma City | $1.63 billion | Not listed | adviserinfo.sec.gov |
| Retirement Investment Advisors Inc | Oklahoma City | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Fourpath Capital Management, LLC | Oklahoma City | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Acorn Capital Management | Oklahoma City | $893.2 million | 3 | adviserinfo.sec.gov |
| Plan Group Financial, Inc. | Oklahoma City | $690.3 million | Not listed | adviserinfo.sec.gov |
| Vista Investment Partners LLC | Oklahoma City | $610.6 million | Not listed | adviserinfo.sec.gov |
| Investrust Consulting, LLC | Oklahoma City | $588.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma City, OK
- Investment advisers in Oklahoma
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Castlepoint Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.