Michael
Kraics

Cavanal Hill Investment Management, Inc

CRD#2925230
Investment Advisor
in Tulsa, OK

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About this Advisor

Michael Kraics is a financial advisor based in Tulsa, Oklahoma, working with Cavanal Hill Investment Management, Inc. Michael has previously held positions at Northern Trust Bank, Northern Trust Securities, Inc, Bmo Asset Management Corp, Cavanal Hill Dist, and Foreside Financial Services, LLC. Michael has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Connecticut, Delaware, Maine, Massachusetts, New Hampshire, New Jersey, New York, Oklahoma, Rhode Island, and Vermont. Currently, Michael is part of Cavanal Hill Investment Management, Inc, which operates out of Tulsa, Oklahoma. The firm has 1 office and 50 employees. The firm manages assets totaling $11.6 billion and offers services including 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 fee structure at Cavanal Hill Investment Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

One Williams Center 15Th Floor
Tulsa, OK 74172-0172

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Cavanal Hill Investment Management, Inc Brokerage Details

Total Assets Under Management

$11,569,058,289

OK Average: $681,523,814
Total Number of Employees

50

OK Average: 15
Total Number of Accounts

2,265

OK Average: 642
Average Account Size

$5,107,752

OK Average: $1,061,564

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Michael Kraics Work History

2021 - Present (3 years)

Cavanal Hill Dist

2021 - 2021 (< 1 year)

Foreside Financial Services, LLC

2020 - 2021 (1 year)

Bmo Asset Management Corp

2014 - 2020 (6 years)

Northern Trust Bank

2014 - 2020 (6 years)

Northern Trust Securities, Inc

Disclosures

Please visit the SEC profile of Michael Kraics to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cavanal Hill Investment Management, Inc

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

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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