Overview
Assets Under Management: $225 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 359
Average Client Assets: $0.4 million
Frequently Asked Questions
DRAWBRIDGE CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128636), DRAWBRIDGE CAPITAL is subject to fiduciary duty under federal law.
DRAWBRIDGE CAPITAL is headquartered in TULSA, OK.
DRAWBRIDGE CAPITAL serves 359 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, DRAWBRIDGE CAPITAL offers financial planning and portfolio management for individuals. View all service details ↓
DRAWBRIDGE CAPITAL manages $225 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, DRAWBRIDGE CAPITAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 359
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.83%
Average Client Assets: $0.4 million
Total Client Accounts: 979
Discretionary Accounts: 979
Regulatory Filings
CRD Number: 128636
Filing ID: 2075420
Last Filing Date: 2026-03-18 15:51:49