Conkin Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,406,320
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
139
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
139
Very HighAverage account size
$254,722
About
Conkin Financial Group provides investment management, financial planning, and retirement-plan advisory services to a range of clients, including individuals, trusts, estates, charitable organizations, corporations and business retirement plans. In addition to individual portfolio management, the firm delivers consulting and ongoing advisory support for pension and profit‑sharing plans and reports serving state and municipal government clients.
The firm follows a goals‑based, fundamental investment process and constructs customized portfolios from individual securities, bonds, ETFs, closed‑end funds and mutual funds, using both active and passive strategies while emphasizing low‑cost, tax‑efficient investments where appropriate. Engagements are offered on discretionary or non‑discretionary bases, and retirement‑plan work may include acting in an ERISA fiduciary role (for example, as a 3(21) or 3(38) advisor) to assist plan sponsors with investment policy, fund lineups, and participant guidance.
What distinguishes Conkin from many peers is its documented focus on pension consulting and formal advisory relationships with business retirement plans, together with reported work for state or municipal clients—services that are less common among similar independent advisers. The firm also offers access to an Altruist cash‑sweep program to expand FDIC coverage and discloses that it receives platform support from that custodian, a relationship it monitors as part of its custodial and conflict‑of‑interest oversight.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial planning fixed fee up to $10,000; Investment advisory consulting for business retirement plans flat fee up to $5,000 for plan assets under $500,000
Less than $249,999.99 - $249,999.99: 1.50% $250,000.00 - $499,999.99: 1.25% $500,000.00 - $999,999.99: 1.15% $1,000,000.00 - $1,999,999.99: 0.75% $2,000,000.00 - $4,999,999.99: 0.50% Greater than $5,000,000.00+: 0.25%
Fee-only: Financial planning fixed fee up to $10,000; Investment advisory consulting for business retirement plans on a fixed fee basis or up to 1.00% of plan assets, with flat fee up to $5,000 for assets under $500,000
Main office location
Conkin Financial Group, Inc.
1616 E. 19 Th St., Suite 403
Edmond OK 73013, United States
Number of offices
1
Most active in
Conkin Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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