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Ross Alan Blair (Tulsa)


Ross Alan Blair is a large advisory firm based in Tulsa. It manages $93.26 million of regulatory assets for 571 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oklahoma.




Ross Alan Blair provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ross Alan Blair: assets under management

The assets under management (AUM) of Ross Alan Blair is $93.26 million. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $83.17 million in discretionary accounts and $10.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $288.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $35.65 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ross Alan Blair for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tulsa

The principal office where Ross Alan Blair performs its advisory services is located at 2519 East 21 St Street, Tulsa, OK 74114, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-749-0521 or by fax 918-749-0541. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday.


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