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SUTTERFIELD FINANCIAL GROUP, INC.
CRD 115652 · SEC 801-63652
501 SE FOURTH STREET, BARTLESVILLE, OK, 74003, United States
Phone
(918) 338-2255
Fax
(918) 338-2242
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$274.4M
Discretionary AUM
$263.7M
Team
32 total employees; 13 advisory reps; 15 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 944 | $111.7M |
| High net worth individuals | 45 | $62.3M |
| Pension/profit sharing plans | 100 | $53.7M |
| Charitable organizations | 9 | $8.8M |
| Insurance companies | 13 | $34.9M |
| Corporations/business entities | 18 | $2.9M |
States served
AK, AZ, AR, CA, IL, IA, KS, LA, MI, MN, NE, NV, NM, ND, OK, MO, TX, SD
All web addresses on file
Official SEC filing: View on IAPD