The Advisory Resource Group, Llc
- Regulatory AUM
- $927M
- Discretionary
- $757M
- Clients
- 709
- Avg AUM / client
- $1.3M
- Accounts
- 2,410
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 562 | $412M | 44.5% |
| High net worth individuals | 147 | $514M | 55.5% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Randal Steele | Member | Dec 2017 (9y) | 75% or more | |
| Christopher Grant Brown | Chief Compliance Officer | Dec 2017 (9y) | Less than 5% | |
| Jason Bradley Scarcella | Registered representative | Dec 2017 (9y) | ||
| Andrew Maxwell Aldredge | Registered representative | Dec 2017 (9y) | ||
| Andrew Martin Jones | Registered representative | Feb 2018 (8y) | ||
| Casey Charles Wolff | Registered representative | Feb 2018 (8y) | ||
| Aaron D Pruitt | Registered representative | Jan 2025 (2y) | ||
| Christina M Aldredge | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $927M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗