Cavanal Hill Distributors, Inc,

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Tulsa, Oklahoma
CRD number
175445
Registered since
August 9, 2016

Firm profile

FINTRX

Overview

Cavanal Hill Distributors, Inc. operates as a corporate fund distributor rather than an investment manager or allocator. The firm is organized as a domestic corporation and is structured to support fund distribution activities instead of providing discretionary portfolio management. Snapshot attributes indicate the entity does not serve as a capital allocator, does not position itself as an active ESG investor, and is not registered or designated as a multi-state adviser, pension consultant, or related adviser. The profile of the business suggests a focus on intermediary/distribution functions—placing or supporting funds in the marketplace—rather than direct advisory or asset-management services. Public records contain limited detail about fee models, client segments, or advisory activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Scott Grauer

    Scott Grauer

    CEOCRD 1509326

  • Billy King

    Billy King

    President, Chief Executive OfficerCRD 2764098

  • Mindy Mahaney

    Mindy Mahaney

    Chief Risk OfficerCRD 6403627

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Contacts

3 of 10
  • William Lamb

    William Lamb

    Vice President, Business DevelopmentCRD 5145968

  • Michael Lukchis

    Michael Lukchis

    VP, Business Development OfficerCRD 4989618

  • Garrett Fowler

    Garrett Fowler

    Assistant Vice PresidentCRD 6422011

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tulsa, OK

Tulsa

Location

Tulsa, OK

Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
Tulsa
Address
1 Williams Ctr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth