Cale Morgan Cabbiness
Financial advisor at Arvest Investments, Inc. · Broken Arrow, OK
Last updated 2026-10-10
Claim your profileCale Morgan Cabbiness is a financial advisor at Arvest Investments, Inc. in Broken Arrow, OK, CRD 8086750. Licenses and exams on the registration: Series 66. IAPD registration began 2025-08-08.
Registration
- CRD number
- 8086750
- Registration status
- Active
- IAPD registration
- 2025-08-08
- Industry Experience
- 1 year
- Work Experience
- 20 years
- States registered
- OK, TX
Licenses and exams
- Series 66
Work history
- 2025-04 to Present · Arvest Bank · Broken Arrow, OK
- 2025-04 to Present · Arvest Wealth Management · Broken Arrow, OK
- 2018-05 to 2018-08 · Westwood Water Park · Norman, OK
- 2006-08 to 2024-12 · Full-Time Education · Norman/stillwater, OK
- 2024-12 to 2025-04 · Unemployed · Stillwater, OK
- 2022-07 to 2024-12 · Oklahoma State University · Stillwater, OK
Current employment
- Arvest Wealth Management · Lowell, AR
Arvest Investments, Inc.
- Regulatory AUM
- $3,439,741,668
- Registered advisors
- 204
- Offices
- 185
- Clients per advisor
- 33.4 (Low)
- Average AUM per client
- $505.1K (Low)
- High-net-worth client ratio
- 8.6% (Low)
Arvest Investments, Inc.: advisors, services and reported ETF investments
About
Cale Morgan Cabbiness is a financial advisor at Arvest Wealth Management, operating as Arvest Investments, Inc. in Broken Arrow, OK. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 20 years of reported work history. Reported roles include Arvest Bank, Unemployed, Oklahoma State University, Full-Time Education, among others.
SEC disclosures list additional business and community activities: Dually Employed By Arvest Bank: men's soccer coaching.
Arvest Investments, Inc.'s firm-level Form ADV reports 204 advisors across 185 offices; approximately 33.4 clients per advisor, average assets per client of $505,102, and regulatory AUM of $3.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $588.3M across 96 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Cale Morgan Cabbiness personally.
Reported ETF positions
Arvest Investments reports 96 ETF positions worth $588.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VEA — Vanguard FTSE Developed Markets ETF | $66.7M |
| RSP — Invesco S&P 500 Equal Weight ETF | $58.5M |
| JMBS — Janus Henderson Mortgage-Backed Securities ETF | $29M |
| IVV — iShares Core S&P 500 ETF | $26M |
| CMBS — iShares CMBS Bond ETF | $24.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Arvest Investments's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $26.4K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $26.4K | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $466 | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $3.2K | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Arvest Investments, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Banking or Thrift Institution
- Insurance Company or Agency
Location
2950 S Elm Place, Broken Arrow, OK 74012
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 888-916-2121
- Website: share.arvest.com
Official record
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