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
36

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    President, Chief Executive OfficerCRD 2764098

  • Scott Grauer

    CEOCRD 1509326

Contacts

3 of 34
  • JAMES HENDERSON

    DirectorCRD 2005482

  • VINCENT NGUYEN

    Vice PresidentCRD 5358496

  • THOMAS VERDEL

    Senior Vice PresidentCRD 5076381

Unlock 31 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth