Mitchell
Mclaurin

Cavanal Hill Investment Management, Inc

CRD#7168700
Investment Advisor
in Richardson, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mitchell Mclaurin is a financial advisor based in Richardson, Texas, working with Cavanal Hill Investment Management, Inc. Mitchell has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Fc Dallas Toyota Stadium, Utdsom Investment Corp, Pizza Hut, Ipic Theaters, Cinemark Theaters, and Cavanal Hill Investment Management, Inc. Mitchell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Arkansas, Colorado, Illinois, Kansas, Missouri, Oklahoma, and Texas. Currently, Mitchell is part of Cavanal Hill Investment Management, Inc, which operates out of Richardson, Texas. 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 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

333 W Campbell Road 1St Floor, Branch 462
Richardson, TX 75080

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Cavanal Hill Investment Management, Inc Brokerage Details

Total Assets Under Management

$11,569,058,289

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

50

TX Average: 15
Total Number of Accounts

2,265

TX Average: 642
Average Account Size

$5,107,752

TX 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

Mitchell Mclaurin Work History

2022 - Present (3 years)

Cavanal Hill Investment Management, Inc

2019 - Present (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2019 - Present (6 years)

Tiaa

2019 - 2019 (< 1 year)

Utdsom Investment Corp

2018 - 2018 (< 1 year)

Tiaa

2017 - 2017 (< 1 year)

Pizza Hut

2016 - 2019 (3 years)

Fc Dallas Toyota Stadium

2016 - 2016 (< 1 year)

Ipic Theaters

2014 - 2016 (2 years)

Cinemark Theaters

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mitchell Mclaurin 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

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started