Insights

Boutique RIA Niche independent registered investment adviser with a small team serving high-net-worth and discerning clients across Oklahoma, Texas, and nationwide. Potential sales angle: high-touch advisory services and customized financial planning offerings.

Bitcoin Adoption Recent strategic move to add a Bitcoin position via IBIT indicates openness to cryptocurrency and alternative assets. Opportunity to engage around crypto integration, education, and diversified digital asset strategies for clients considering modern portfolio construction.

Tech Stack Utilizes cloud hosting (AWS), data management (MySQL), e-commerce (Shopify), and web technologies, suggesting familiarity with scalable platforms. Potential to explore tech-enabled advisory tools, client portal enhancements, and secure fintech integrations to improve client experience.

Growth Readiness Revenue in the mid-range with a lean team (2-10 employees) implies capacity to scale with strategic partnerships, back-office support, or outsourced services. Opportunity to propose white-label or outsourced due-diligence and compliance solutions to accelerate growth.

Geographic and Client Reach Primarily serving Oklahoma and Texas with nationwide client base. Potential to offer regionalized marketing collaborations, seminar partnerships, and targeted regulatory-compliant product offerings that appeal to cross-state clients seeking diversification and retirement planning solutions.

F.I.G. Financial Advisory Services, Inc. Tech Stack

F.I.G. Financial Advisory Services, Inc. uses 8 technology products and services including Amazon Web Services, WordPress, MySQL, and more. Explore F.I.G. Financial Advisory Services, Inc.'s tech stack below.

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

MySQL

Database

Google Fonts API

Font Scripts

TweenMax

Javascript Frameworks

WPBakery

Page Builders

Apache HTTP Server

Web Servers

jQuery Waypoints

Web Tools And Plugins

F.I.G. Financial Advisory Services, Inc. Email Formats	Example	Percentage
FirstLast@figfinancial.com	JohnDoe@figfinancial.com	86%
FirLast@figfinancial.com	JohDoe@figfinancial.com	14%

F.I.G. Financial Advisory Services, Inc. Email Formats

Example

Percentage

FirstLast@figfinancial.com

JohnDoe@figfinancial.com

86%

FirLast@figfinancial.com

JohDoe@figfinancial.com

14%

Frequently Asked Questions

What is F.I.G. Financial Advisory Services, Inc.'s phone number?

You can contact F.I.G. Financial Advisory Services, Inc.'s main corporate office by phone at

+1-405-844-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is F.I.G. Financial Advisory Services, Inc.'s official website and social media links?

F.I.G. Financial Advisory Services, Inc.'s official website is figfinancial.com and has social profiles on LinkedIn.

How much revenue does F.I.G. Financial Advisory Services, Inc. generate?

As of July 2026, F.I.G. Financial Advisory Services, Inc.'s annual revenue is estimated to be $1M - $10M.

What is F.I.G. Financial Advisory Services, Inc.'s NAICS code?

F.I.G. Financial Advisory Services, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does F.I.G. Financial Advisory Services, Inc. have currently?

As of July 2026, F.I.G. Financial Advisory Services, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Cco: R. J.Chief Investment Officer: S. J.Chief Operating Officer: C. J.. Explore F.I.G. Financial Advisory Services, Inc.'s employee directory with LeadIQ.

What industry does F.I.G. Financial Advisory Services, Inc. belong to?

F.I.G. Financial Advisory Services, Inc. operates in the Financial Services industry.

What technology does F.I.G. Financial Advisory Services, Inc. use?

F.I.G. Financial Advisory Services, Inc.'s tech stack includes Amazon Web ServicesWordPressMySQLGoogle Fonts APITweenMaxWPBakeryApache HTTP ServerjQuery Waypoints.

What is F.I.G. Financial Advisory Services, Inc.'s email format?

F.I.G. Financial Advisory Services, Inc.'s email format typically follows the pattern of FirstLast@figfinancial.com. Find more F.I.G. Financial Advisory Services, Inc. email formats with LeadIQ.

When was F.I.G. Financial Advisory Services, Inc. founded?

F.I.G. Financial Advisory Services, Inc. was founded in 1983.

F.I.G. Financial Advisory Services, Inc.

Financial ServicesOklahoma, United States2-10 Employees

F.I.G. Financial Advisory Services, Inc. operates as an independent Registered Investment Adviser in the financial services sector. Founded in 1983, the firm is based in Oklahoma City, Oklahoma, near Lake Hefner. It serves clients primarily in Oklahoma and Texas, with others located across the United States. The practice emphasizes objective, client-focused financial planning and investment guidance.

In November 2024, Figfinancial initiated a small bitcoin position through the IBIT ETF as part of portfolio adjustments. The firm also offers prospective clients a free initial consultation to review and assess their financial plans.

Insights

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