Kendall
Toyne

Cavanal Hill Investment Management, Inc

CRD#6858452
Investment Advisor
in Tulsa, OK

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About this Advisor

Kendall Toyne is a financial advisor based in Tulsa, Oklahoma, working with Cavanal Hill Investment Management, Inc. Kendall has previously held positions at the University Of Kansas, Dst Systems, Inc, Bok Financial, Cavanal Hill Investment Management, Inc, and Servicenow, Inc. Kendall has passed the Series 65 regulatory exam and is registered to provide services in Arizona, Arkansas, California, Colorado, Illinois, Kansas, Missouri, New Mexico, Oklahoma, and Texas. Currently, Kendall 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. The services offered by the firm include 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 65, Chartered Financial Analyst

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

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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

Kendall Toyne Work History

2020 - Present (4 years)

Cavanal Hill Investment Management, Inc

2018 - 2020 (2 years)

Servicenow, Inc

2016 - 2018 (2 years)

Cavanal Hill Investment Management, Inc

2015 - 2015 (< 1 year)

Bok Financial

2014 - 2014 (< 1 year)

Dst Systems, Inc

2014 - 2015 (1 year)

University Of Kansas

2012 - 2015 (3 years)

University Of Kansas

Disclosures

Please visit the SEC profile of Kendall Toyne 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
Ryan Friedl
Tulsa, OK
Billy King
Tulsa, OK
Garrett Fowler
Tulsa, OK
Craig Mcqueen
Denver, CO
Brandon Vowinkle
Denver, CO
Jessica Thompson
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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