Overview
Assets Under Management: $274 million
Headquarters: BARTLESVILLE, OK
High-Net-Worth Clients: 45
Average Client Assets: $1.4 million
Frequently Asked Questions
SUTTERFIELD FINANCIAL GROUP, INC. 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 #115652), SUTTERFIELD FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
SUTTERFIELD FINANCIAL GROUP, INC. is headquartered in BARTLESVILLE, OK.
SUTTERFIELD FINANCIAL GROUP, INC. serves 45 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, SUTTERFIELD FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SUTTERFIELD FINANCIAL GROUP, INC. manages $274 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, SUTTERFIELD FINANCIAL GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.71%
Average Client Assets: $1.4 million
Total Client Accounts: 2,392
Discretionary Accounts: 2,280
Non-Discretionary Accounts: 112
Regulatory Filings
CRD Number: 115652
Filing ID: 2082399
Last Filing Date: 2026-03-27 16:25:15