Philip
Houchin

Jackson Hole Capital Partners, LLC

CRD#7331553
Investment Advisor
in Tulsa, OK

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About this Advisor

Philip Houchin is a financial advisor based in Tulsa, Oklahoma, working with Jackson Hole Capital Partners, LLC. Philip has previously held positions at Mid-Con Energy Partners Lp and Patriot Bank. Philip has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma. Currently, Philip is part of Jackson Hole Capital Partners, LLC, which operates out of Tulsa, Oklahoma. The firm has 5 employees and manages assets totaling $862.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Jackson Hole Capital Partners, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

110 North Elgin Avenue Suite 510
Tulsa, OK 74120

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Jackson Hole Capital Partners, LLC Brokerage Details

Total Assets Under Management

$862,109,541

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

5

OK Average: 15
Total Number of Accounts

498

OK Average: 642
Average Account Size

$1,731,144

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Philip Houchin Work History

2018 - 2020 (2 years)

Mid-Con Energy Partners Lp

2009 - 2018 (9 years)

Patriot Bank

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Philip Houchin 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 Jackson Hole Capital Partners, LLC

Jordan Hunt
Tulsa, OK
John Hastings
Tulsa, OK
Allen Hoerman
Tulsa, OK
Philip Houchin
Tulsa, OK
Channing Smith
Tulsa, OK

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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