Cavanal Hill Investment Management, Inc.

RIASEC RegisteredEst. 2001
Total AUM
$15.2B
Discretionary
$15.2B
100% of AUM
Avg account
$7M
Accounts
2,175
Employees
47
Advisory reps
34

Firm details

Headquarters
Tulsa, Oklahoma
CRD number
110774
Registered since
April 19, 2001
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

FINTRX

Overview

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

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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

Asset composition

Asset composition: US Government Bonds 37%, Exchange Traded Equities 23%, Investment Grade Corp Bonds 20%, State & Local Bonds 17%, Cash & Cash Equivalents 2%, Non-Investment Grade Corp Bonds 1%37%
  • US Government Bonds37%
  • Exchange Traded Equities23%
  • Investment Grade Corp Bonds20%
  • State & Local Bonds17%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Billy King

    Billy King

    President, Chief Executive OfficerCRD 2764098

  • Scott Grauer

    Scott Grauer

    CEOCRD 1509326

Contacts

3 of 32
  • James Henderson

    James Henderson

    DirectorCRD 2005482

  • Vincent Nguyen

    Vincent Nguyen

    Vice PresidentCRD 5358496

  • Thomas Verdel

    Thomas Verdel

    Senior Vice PresidentCRD 5076381

Unlock 29 more contacts

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