DRAWBRIDGE CAPITAL

RIASEC RegisteredEst. 2019
Total AUM
$225M
Discretionary
$225M
100% of AUM
Avg account
$229K
Accounts
979
Employees
10
Advisory reps
7

Firm details

Headquarters
TULSA, Oklahoma
CRD number
128636
Registered since
April 22, 2019
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

FINTRX

Overview

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

FINTRX

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: Public Funds/Mutual Funds 65%, Exchange Traded Equities 17%, Cash & Cash Equivalents 8%, Non-Investment Grade Corp Bonds 6%, Other 3%, Investment Grade Corp Bonds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents8%
  • Non-Investment Grade Corp Bonds6%
  • Other3%

Owners & executives

1 of 1
  • MITCHELL ROBINSON

    Chief Compliance OfficerCRD 2371779

Contacts

3 of 6
  • GARY STANISLAWSKI

    PresidentCRD 2518714

  • MONTY DOSSMAN

    Portfolio ManagerCRD 1300447

  • SCOTT DITTMER

    Registered RepresentativeCRD 6395348

Unlock 3 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
7134 Syale Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth