FIRST INVESTMENT CORPORATION

FIRST INVESTMENT CORPORATION of BARTLESVILLE, OK is an SEC-registered investment adviser (CRD 110972). Regulatory assets under management: $66.8M.

Registration

• CRD: 110972
• SEC file number: 801-24481
• Type: Registered investment adviser
• Location: 307 SE FRANK PHILLIPS BLVD., BARTLESVILLE, OK, 74003
• Phone: 918-337-2045
• Latest filing: 2026-03-10
• Regulatory AUM: $66.8M
• Discretionary AUM: $66.8M
• Clients: 3
• Accounts: 348

Business model

Compensation: % of AUM, Hourly, Commissions.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 110972 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search