| Total AUM | $2.03B |
| Discretionary | $2.01B99% of AUM |
| Non-Discretionary | $23.7M |
| Client Accounts | 1,688 |
| Avg Account Size | $1.2M |
| Employees | 15 |
| Peak AUM | $2.03BMar 2025 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0B | +10.9% | +6.1% | +17.0% | |
| Discretionary AUM | |||||
| Total AUM | $2.03B |
| Discretionary | $2.01B |
| Employees | 15 |
| Client Accounts | 1688 |
| Client Range | 26-50 |
Address
124 N.W. 10TH ST
OKLAHOMA CITY OK 73103
Phone
(405) 286-2100
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.0B
98.8% of AUM
Non-Discretionary
$24M
1.2% of AUM
Disc. mix ▲ 4.2pp vs 1 year ago
Custody
Total AUM
$2.0B
| $2.0B |
| +15.8% |
| +6.8% |
| +17.8% |
| Non-Disc. AUM | $24M | 75.7% | 23.2% | 11.2% |
| Total Accounts | 2k | +4.9% | +9.4% | +14.0% |
| Avg Account Size | $1M | +5.7% | 3.0% | +2.6% |
| Employees | 15 | 6.3% | +4.8% | +8.4% |
| AUM / Employee | $135M | +18.3% | +1.3% | +7.9% |
Client AUM Segments | |||||
| Wealth AUM | $1.7B | +12.0% | +9.6% | +18.9% | |
| Institutional AUM | $305M | +5.1% | 7.7% | +8.9% | |
Client Count Segments | |||||
| HNW Clients | 236 | 3.3% | +2.0% | +5.0% | |
| Institutional | 27 | 18.2% | 12.7% | 0.0% | |
| Individuals | 364 | +9.0% | +13.9% | +17.9% | |