Cavanal Hill Investment Management, Inc

CRD#110774
Investment Advisor Firm

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Learn more about Cavanal Hill Investment Management, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Cavanal Hill Investment Management, Inc is located at One Williams Center, Tulsa, OK. The firm employs 38 financial advisors to manage client portfolios and provide financial guidance. Cavanal Hill Investment Management, Inc is not a registered broker-dealer.

    Cavanal Hill Investment Management, Inc oversees $11.6 billion in assets under management across 2,265 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to banking institutions, investment companies, and other investment advisers, with other investment advisers being the largest client type by accounts. The fee structure at Cavanal Hill Investment Management, Inc is asset-based. The firm maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, and pension consultant.

    Cavanal Hill Investment Management, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.

    Assets Under Management

    $11.6 billion

    Number of Advisors

    38

    Disclosures

    No

    Office Location

    One Williams Center
    Tulsa, OK 74172-0172

    Cavanal Hill Investment Management, Inc by the Numbers

    Total Assets Under Management

    $11.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    50

    National Average: 64
    Total Number of Accounts

    2,265

    National Average: 375,227
    Average Account Size

    $5.1 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management typically vary depending on which services are offered. Fees billed by Cavanal Hill Investment Management, Inc typically consist of the following fee structure: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to banking institutions, investment companies, and other investment advisers. Out of its 3 clients, Cavanal Hill Investment Management, Inc's biggest client group by number of accounts is banking institutions.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Cavanal Hill Investment Management, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Cavanal Hill Investment Management, Inc

    Michael Kraics
    Tulsa, OK
    Chase Mclean
    Tulsa, OK
    Keaton Hoppe
    Richardson, TX
    Billy King
    Tulsa, OK
    Jessica Thompson
    Tulsa, OK
    Craig Mcqueen
    Denver, CO
    Garrett Fowler
    Tulsa, OK
    Ryan Friedl
    Tulsa, OK
    Brandon Vowinkle
    Denver, CO

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