INVESTMENT STRATEGIES, LLC

INVESTMENT STRATEGIES, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 140739). Regulatory assets under management: $6.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 140739
• Type: Registered investment adviser
• Location: 932 SW 107TH ST, OKLAHOMA CITY, OK, 73170
• Phone: 405-703-3858
• Latest filing: 2026-04-21
• Regulatory AUM: $6.7M
• Discretionary AUM: $6.4M
• Non-discretionary AUM: $365K
• Clients: 2
• Accounts: 176

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140739 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search