Cavanal Hill Investment Management, Inc
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Overview
Cavanal Hill Investment Management, Inc is a financial advisory company that has its headquarters in Tulsa, Oklahoma. The firm handles $9.6 billion in total assets over 2,223 accounts, making it one of the biggest firms in the nation by assets under management (AUM). The firm has an average-sized team, including 29 financial advisors. Cavanal Hill Investment Management, Inc does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, bonds and equities.
Cavanal Hill Investment Management, Inc oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without needing to seek the client's authorization. The firm's average account size is $4.3 million. An average financial advisor at Cavanal Hill Investment Management, Inc manages about 77 client accounts.
Cavanal Hill Investment Management, Inc's main office is located at One Williams Center, Tulsa, Oklahoma 74172-0172. The company is legally registered to serve clients across 50 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cavanal Hill Investment Management, Inc by the Numbers
$9.6 billion
49
2,223
$4.3 million
Fee Structure
Financial management fees depend on which services the firm provides the client. However, fees billed by Cavanal Hill Investment Management, Inc typically consist of the following fee type: asset-based. Cavanal Hill Investment Management, Inc does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Cavanal Hill Investment Management, Inc works with investment companies and pooled investment vehicles. Out of its 2,223 accounts, Cavanal Hill Investment Management, Inc's largest client group by number of accounts is pooled investment vehicles. None of the firm's accounts are represented by people from outside of the U.S.
- 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
Denver, CO
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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