Travis Alan Beckerdite
Financial advisor at Arvest Investments, Inc. · Fort Smith, AR
Last updated 2026-10-10
Claim your profileTravis Alan Beckerdite is a financial advisor at Arvest Investments, Inc. in Fort Smith, AR, CRD 6272014. Licenses and exams on the registration: Series 66. First registered 2020-05-28.
Registration
- CRD number
- 6272014
- Registration status
- Active
- First registered
- 2020-05-28
- Years of experience
- 12
- States registered
- AR, TX
Licenses and exams
- Series 66
Work history
- 2013-11 to 2019-12 · Arvest Wealth Management · Lowell, AR
- 2019-12 to Present · Arvest Wealth Management · Fort Smith, AR
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
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
5000 Rogers Ave, Fort Smith, AR 72903
55 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 888-916-2121
- Website: share.arvest.com
Official record
Are you Travis Alan Beckerdite?
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