Arrow Investment Management Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 299972
· Oklahoma City, OK
· www.facebook.com
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ADV data as of Jan 03, 2026
- Regulatory AUM
- $58.9M
- Discretionary
- $58.9M
- Clients
- 150
- Avg AUM / client
- $392K
- Accounts
- 381
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 135 | $35.3M | 60.0% |
| High net worth individuals | 14 | $22.7M | 38.6% |
| Charitable organizations | 1 | $785K | 1.33% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jesse Robert Carlucci | Registered representative | CFP | Feb 2019 (7y) |
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) | 01/03/2026 | 1.01 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $57.9M (98% of AUM) Jan 2026
- Pershing $989K (2% of AUM) Jan 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: Jan 03, 2026.
View current Form ADV (SEC/IAPD) ↗