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Insights

Bitcoin exposure Recent move to include Bitcoin via IBIT ETF indicates a willingness to broaden alternative asset offerings and adapt to crypto market trends, presenting an opportunity to discuss crypto-native advisory capabilities and digital asset risk management with clients seeking diversification.

Niche regional focus Primary service area is Oklahoma and Texas with a national client base, suggesting potential for cross-sell to regional high-net-worth individuals and partnerships with local wealth channels while leveraging regional market knowledge.

Small firm agility Low headcount (2–10 employees) combined with a registered investment adviser framework implies nimble operations and personalized service, opening doors for high-touch onboarding services, white-glove advisory packages, and scalable tech-enabled client experiences.

Tech stack leverage Adoption of scalable tools (WordPress, HubSpot, Google Workspace, Stripe, AWS, Piwik, Shopify) supports digital marketing, CRM-driven outreach, and efficient operations, enabling targeted campaigns to attract similar affluent clients and streamline onboarding.

Growth signals Revenue in the reported range suggests growing client base; coupling this with recent crypto allocation signals opportunity to offer enhanced portfolio construction, risk management, and ongoing tactical adjustments to ambitious clients seeking innovative strategies.

Similar companies to F.I.G. Financial Advisory Services, Inc.

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

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

F.I.G. Financial Advisory Services, Inc.'s Email Address Formats

F.I.G. Financial Advisory Services, Inc. uses at least 2 email formats:
F.I.G. Financial Advisory Services, Inc. Email FormatsExamplePercentage
FirstLast@figfinancial.comJohnDoe@figfinancial.com
86%
FirLast@figfinancial.comJohDoe@figfinancial.com
14%

Frequently Asked Questions

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

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconF.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?

Minus sign iconPlus sign icon As of September 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?

Minus sign iconPlus sign iconF.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?

Minus sign iconPlus sign iconAs of September 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. and 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?

Minus sign iconPlus sign iconF.I.G. Financial Advisory Services, Inc. operates in the Financial Services industry.

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

Minus sign iconPlus sign iconF.I.G. Financial Advisory Services, Inc.'s tech stack includes Linkedin Insight Tag, Amazon Web Services, WordPress, Shopify, Google Workspace, HubSpot, Stripe and Piwik.

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

Minus sign iconPlus sign iconF.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?

Minus sign iconPlus sign iconF.I.G. Financial Advisory Services, Inc. was founded in 1983.
F.I.G. Financial Advisory Services, Inc. logo

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.

Section iconCompany Overview

Phone number
+1-405-844-****
Website
figfinancial.com
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    F.I.G. Financial Advisory Services, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Cco at F.I.G. Financial Advisory Services, Inc.
    R. J.
    Cco
    Mobile Phone
  • Chief Investment Officer at F.I.G. Financial Advisory Services, Inc.
    S. J.
    Chief Investment Officer
    Mobile Phone
  • Chief Operating Officer at F.I.G. Financial Advisory Services, Inc.
    C. J.
    Chief Operating Officer
    Mobile Phone
  • President-Ceo, Financial Adviser at F.I.G. Financial Advisory Services, Inc.
    R. J.
    President-Ceo, Financial Adviser
    Mobile Phone
  • Owner at F.I.G. Financial Advisory Services, Inc.
    M. B.
    Owner
    Mobile Phone

Employee Directory

  • Cco at F.I.G. Financial Advisory Services, Inc.
    R. J.
    Cco
    Mobile Phone
  • Vice President at F.I.G. Financial Advisory Services, Inc.
    R. B.
    Vice President
    Mobile Phone
  • Vice President at F.I.G. Financial Advisory Services, Inc.
    R. B.
    Vice President
    Mobile Phone
  • Director at F.I.G. Financial Advisory Services, Inc.
    L. V.
    Director
    Mobile Phone
  • Client Services Manager at F.I.G. Financial Advisory Services, Inc.
    P. M.
    Client Services Manager
    Mobile Phone

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