Overview
- Headquarters
- Tulsa, OK
- Total Firm Assets
- $593 million
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
Fee Disclosure
Source: ADV PART 2 FIRM BROCHURE (2025-07-22)
· View brochure text
Latest filing: ADV PART 2 FIRM BROCHURE (2026-03-18)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $1,000,000 | 0.80% |
| $1,000,001 | $3,000,000 | 0.70% |
| $3,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | $15,000,000 | 0.30% |
| $15,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,000 | 0.90% |
| $5 million | $33,000 | 0.66% |
| $10 million | $58,000 | 0.58% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 81.83%
- Number of High-Net-Worth Clients
- 164
- Total Client Accounts
- 1,294
- Discretionary Accounts
- 1,163
- Non-Discretionary Accounts
- 131
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 129696
- ADV PART 2 FIRM BROCHURE (2026-03-18) · View brochure text
- ADV PART 2 FIRM BROCHURE (2025-07-22) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗