# PERSPECTIVE ADVISORS, LLC

PERSPECTIVE ADVISORS, LLC of BARTLESVILLE, OK is an SEC-registered investment adviser.

## Registration

- CRD: 301811
- Type: SEC-registered investment adviser
- Location: 612 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK, 74006
- Phone: (918) 214-8858
- Latest filing: 2026-03-05
- Regulatory AUM: $34.0M
- Discretionary AUM: $34.0M
- Clients: 3
- Accounts: 353

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301811/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301811/similar
- Related entities: https://search.stillhousedata.com/firm/301811/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301811

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.