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 corporate-structured registered investment adviser that manages portfolios for institutional clients as well as for individuals, small businesses, pooled vehicles and investment companies. The firm operates on a percentage-of-AUM fee model and has been SEC-registered since 2001. Its stated activity mix centers on discretionary portfolio management across a range of client types; it is not described as acting as a capital allocator to third‑party alternative managers and is not identified as an active ESG investor. Industry affiliations listed for the firm include broker-dealer, trust company, bank/thrift, insurance company and roles as sponsor/GP/managing member of pooled vehicles, indicating operational ties across custody, trust and pooled-vehicle sponsorship functions in addition to advisory services.
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 2BILLY KING
President, Chief Executive OfficerCRD 2764098
Scott Grauer
CEOCRD 1509326
Contacts
3 of 34JAMES 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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