Tyler
Grubbs

Full Sail Capital, LLC

CRD#5671529
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Tyler Grubbs is a financial advisor based in Oklahoma City, Oklahoma, working with Full Sail Capital, LLC. Tyler has previously held positions at Morgan Stanley, Cadent Capital Advisors, LLC, Purshe Kaplan Sterling Investments, and Full Sail Capital, LLC. Tyler has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Tyler is part of Full Sail Capital, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 16 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and 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, portfolio management for institutional clients, and selection of other advisers. The fee structure at Full Sail Capital, LLC includes asset-based fees.

Certifications and Registrations

Series 66

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, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

124 N.W. 10Th St
Oklahoma City, OK 73103

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Full Sail Capital, LLC Brokerage Details

Total Assets Under Management

$1,831,472,226

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

16

OK Average: 15
Total Number of Accounts

1,609

OK Average: 642
Average Account Size

$1,138,267

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
  • Selection of other advisers

Tyler Grubbs Work History

2019 - Present (6 years)

Full Sail Capital, LLC

2018 - 2019 (1 year)

Purshe Kaplan Sterling Investments

2016 - 2019 (3 years)

Cadent Capital Advisors, LLC

2013 - 2016 (3 years)

Morgan Stanley

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Disclosures

Please visit the SEC profile of Tyler Grubbs 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 Full Sail Capital, LLC

Kyle Ray
Oklahoma City, OK
Max Rhodes
Oklahoma City, OK
Tyler Grubbs
Oklahoma City, OK
Zachary Reynolds
Oklahoma City, OK
Jordan Dean
Oklahoma City, OK
Hunter Brown
Oklahoma City, OK
David Stanley
Oklahoma City, OK
Austin Burks
Oklahoma City, 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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