Cavanal Hill Investment Management, Inc.
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 110774
- Registered since
- April 19, 2001
- Website
- cavanalhillfunds.com
- Custodians
- BOKF, NA
- Fee structure
- Percentage of AUM
- Client types
- Banking / Thrift Institutions60.95%
- Investment Companies39%
- Other Investment Advisers0.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cavanal Hill Investment Management, Inc. is a corporation operating as an institutional registered investment adviser. The firm has been SEC-registered since 2001 and serves primarily institutional clients, charging fees as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. The firm is not characterized as a capital allocator and does not identify as an active ESG investor. Cavanal Hill is organized under a domestic ownership structure that includes individual ownership. It reports multiple industry roles and affiliations, including relationships with broker-dealers, banking or thrift institutions, trust companies, insurance companies, and participation as sponsor or managing member of pooled vehicles, which supports its ability to manage and access a range of institutional mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds37%
- Exchange Traded Equities23%
- Investment Grade Corp Bonds20%
- State & Local Bonds17%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Billy King
President, Chief Executive OfficerCRD 2764098

Scott Grauer
CEOCRD 1509326
Contacts
3 of 32
James Henderson
DirectorCRD 2005482

Vincent Nguyen
Vice PresidentCRD 5358496

Thomas Verdel
Senior Vice PresidentCRD 5076381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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