SourcingSourcing

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

C38
CRD 105506·SEC 801-119550·OKLAHOMA CITY, OK
AUM
$162.4M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$487K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
CRD
105506
SEC file #
801-119550
EIN
—
DBA names
—

Economics

AUM
$162.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$112.0M → $162.4M▲ +45%
Client mix
Individuals Other187
Individuals High Net Worth55

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
3 advisors → 3 advisors▬ 0%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
twitter.com/figfinancial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JURRENS, CHRISTOPHER, TODD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
JURRENS, CHRISTOPHER, TODD
JURRENS, RICKY, TODD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Axos Advisor Services2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5224678
Trust Company Affiliate
No

People (3)

3
JURRENS, CHRISTOPHER, TODD
IAR · Direct Owner · 62.5%
5224678
JURRENS, RICKY, TODD
IAR · Direct Owner · 62.5%
1023293
JURRENS, SAMUEL, NATHAN
IAR · Executive Officer · 2.5%
5805974