← Back to search
MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.
CRD 118334
5026 EAST 101ST STREET, SUITE A, TULSA, OK, 74137, United States
Phone
918-527-4308
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.4M
Discretionary AUM
$19.6M
Team
2 total employees; 2 advisory reps; 191 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $16.9M |
| High net worth individuals | 23 | $26.7M |
| Charitable organizations | 1 | $691K |
| Corporations/business entities | 3 | $1.1M |
Official SEC filing: View on IAPD