Daniel Ellory Myers

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 04/2022
  Joe Kreger/Northwestern Mutual Investment Services Llc
  Oklahoma City, OK
• 01/2013 → 08/2017
  Northeastern State University
  Broken Arrow, OK
• 01/2012 → 02/2022
  Deep Fork, Llc
  Edmond, OK
• 08/2017 → Present
  Northeastern State University
  Broken Arrow, OK
• 05/2022 → 01/2026
  Arvest Wealth Management
  Oklahoma City, OK
• 05/2022 → 01/2026
  Arvest Bank
  Oklahoma City, OK
• 01/2026 → Present
  Savvy
  Edmond, OK

Previous Registrations

• 2022-05-06 → 2026-02-26
  Arvest Wealth Management
  Oklahoma City, OK
  Oklahoma City, OK
• 2003-04-15 → 2011-12-31
  King Capital Management, Llc
  Dallas, TX
  Oklahoma City, OK
  Lubbock, TX
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

1) Deep Fork, LLC; investment related; Serves as the DBA and pass through entity for Savvy Wealth clients and for tax reporting purposes for the owner (myself); 01/30/2026; Edmond, OK; Owner; 40 hr/week; 40 hr/during trading (same hours as role at Savvy - this is the DBA for this role). 2) Non-investment related: Owner of Deep Fork Lake, LLC; Edmond, OK; Own and manage a piece of real estate used mainly for recreational purposes by my immediate family; Owner/real estate management; Nov 2, 2021; 3 hr/month; 0 hr/trading 3) Non-investment related: Teaching as an adjunct (part-time) finance instructor at Northeastern State University (OK) for online teaching in non-office hours. This is comprised of one to two classes per semester. 4-6 hours per month 4) Deep Fork Capital, LLC, Investment Related, Edmond, OK; Chief Investment Officer; investment manager for the partnership of Deep Fork Partners, LP; June 30, 2026; 50-80 hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-05-31
• S66 Uniform Combined State Law Examination
  1999-04-22

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Daniel Ellory Myers
• Dan Myers
• Daniel Myers