Vault-13

Managers in Oklahoma City, OK

United States · 36 asset managers within 25 km (30 in Oklahoma City itself) · 78 wealth managers, banks and others

Oklahoma CityEdmondTulsaBixbyBartlesvilleDuncanClaremoreShawneeNormanCanadian
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Edmond, OK 6 · Norman, OK 1

Asset managers in and around Oklahoma City

#Manager People here Assets Visa salary
1 CE INVESTMENT MANAGEMENT, LLC institutions · Oklahoma City $5.9bn about 15main office $5.9bn
2 WARWICK INVESTMENT GROUP, LLC private equity · Oklahoma City $2.1bn about 10main office $2.1bn
3 HUMPHREYS CAPITAL, LLC real estate · Oklahoma City $252.4m about 10main office $252.4m
4 ACORN CAPITAL MANAGEMENT private equity · Oklahoma City $893.2m about 8main office $893.2m
5 ACCESS FINANCIAL RESOURCES INC. institutions · Oklahoma City $410.6m about 7main office $410.6m
6 EXCHANGE TRADED CONCEPTS, LLC mutual funds, futures · Oklahoma City $23.0bn about 6main office $23.0bn
7 Caption Management, LLC hedge funds · Oklahoma City $3.4bn about 3main office $3.4bn
8 Argent Financial Group, Inc. institutions, wealth · Oklahoma City ARGENT RETIREMENT PLAN ADVISORS, LLC · 3 related pages $842.5m 3 $842.5m
9 HALL CAPITAL, LLC private equity, real estate, wealth · Oklahoma City HALL CAPITAL MANAGEMENT COMPANY, LLC · 2 related pages $180.0m 3 $180.0m
10 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Oklahoma City $7.4bn 2 $7.4bn
11 BISON CAPITAL GROUP, LLC real estate · Edmond $306.2m about 2main office $306.2m
12 Gallagher Fiduciary Advisors, LLC institutions, futures · Oklahoma City $194.8bn 1 $194.8bn
13 Wealthspire Retirement, LLC institutions · Oklahoma City Wealthspire Retirement, LLC · 4 related pages $38.6bn 1 $38.6bn
14 RFG Advisory, LLC mutual funds · Oklahoma City $8.0bn 1 $8.0bn
15 Encompass Capital Advisors LLC hedge funds, futures · Oklahoma City $4.8bn 1 $4.8bn
16 ORLEANS CAPITAL MANAGEMENT CORP/LA institutions · Edmond $2.1bn 1 $2.1bn
17 EVEN HERD LLC mutual funds · Oklahoma City $55.9m about 1main office $55.9m
18 AWH FINANCIAL, LLC Oklahoma City 1
19 STRONGHOLD RESOURCE PARTNERS private equity, futures · Oklahoma City $246.5m office $246.5m
20 ALLSTATE CORP structured credit, wealth · Edmond ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
21 EXENCIAL WEALTH ADVISORS, LLC Oklahoma City $3.2bn based here $3.2bn
22 TITLEIST ASSET MANAGEMENT, LLC wealth · Edmond TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
23 Hilltop Holdings Inc. wealth, bank or insurer · Oklahoma City HILLTOP SECURITIES INC., MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn 2 offices $2.5bn
24 Full Sail Capital, LLC Oklahoma City $1.8bn based here $1.8bn
25 Plan Group Financial, LLC Oklahoma City $483.1m based here $483.1m
26 InvesTrust Oklahoma City $259.8m based here $259.8m
27 Transcendent Capital Group LLC Edmond $257.1m based here $257.1m
28 BancFirst Trust & Investment Management Oklahoma City $237.0m based here $237.0m
29 Perissos Private Wealth Management, LLC Oklahoma City $148.3m based here $148.3m
30 JM2 Capital Inc. Edmond $145.7m based here $145.7m
31 Align Wealth Management, LLC Oklahoma City $118.3m based here $118.3m
32 KOKINO LLC Oklahoma City $28.0m based here $28.0m
33 CONQUER INVESTMENTS, LLC private equity, real estate · Oklahoma City office
34 CRP MANAGEMENT XI, LLC private equity · Oklahoma City office
35 NIVALE CAPITAL MANAGEMENT hedge funds · Oklahoma City office
36 PLAINS VENTURES venture · Oklahoma City office

36 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.