DRAWBRIDGE CAPITAL
Firm details
- Headquarters
- TULSA, Oklahoma
- CRD number
- 128636
- Registered since
- April 22, 2019
- Website
- www.drawbridge.capital
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.83%
- Individuals37.24%
- Corporations / Businesses1.5%
- Pension & Profit Sharing Plans0.27%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Drawbridge Capital is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves both individual and family clients as well as institutional relationships, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Drawbridge operates with multiple fee options — percentage of assets under management, hourly fees, and fixed fees — and also conducts business as a registered representative of a broker-dealer and as an insurance broker. The firm does not identify as an ESG investor and is not positioned as a capital allocator; its structure and activities indicate it sources investment solutions from third-party managers and traditional vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds65%
- Exchange Traded Equities17%
- Cash & Cash Equivalents8%
- Non-Investment Grade Corp Bonds6%
- Other3%
Owners & executives
1 of 1MITCHELL ROBINSON
Chief Compliance OfficerCRD 2371779
Contacts
3 of 6GARY STANISLAWSKI
PresidentCRD 2518714
MONTY DOSSMAN
Portfolio ManagerCRD 1300447
SCOTT DITTMER
Registered RepresentativeCRD 6395348
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
- 7134 Syale Ave
- Time zone
- CT (UTC-6)
- Office locations
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