Overview
Assets Under Management: $134 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 27
Average Client Assets: $2.6 million
Frequently Asked Questions
LONGBOW ASSET MANAGEMENT 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 #126193), LONGBOW ASSET MANAGEMENT is subject to fiduciary duty under federal law.
LONGBOW ASSET MANAGEMENT is headquartered in TULSA, OK.
LONGBOW ASSET MANAGEMENT serves 27 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, LONGBOW ASSET MANAGEMENT offers portfolio management for individuals. View all service details ↓
LONGBOW ASSET MANAGEMENT manages $134 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, LONGBOW ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.02%
Average Client Assets: $2.6 million
Total Client Accounts: 437
Discretionary Accounts: 344
Non-Discretionary Accounts: 93
Regulatory Filings
CRD Number: 126193
Filing ID: 2081763
Last Filing Date: 2026-03-31 18:54:09