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SERAPH CAPITAL ASSOCIATES, LLC
CRD 165754 · SEC 801-112894
501 SE FOURTH STREET, BARTLESVILLE, OK, 74003-3906, United States
Phone
918-338-2255
Fax
918-338-2242
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.3M
Discretionary AUM
$90.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 211 | $17.7M |
| High net worth individuals | 48 | $12.3M |
| Pooled investment vehicles | 8 | $49K |
| Pension/profit sharing plans | 70 | $13.9M |
| Charitable organizations | 17 | $7.5M |
| Insurance companies | 41 | $33.0M |
| Corporations/business entities | 50 | $5.9M |
States served
AZ, AR, KS, MN, OK, TX, SD
Official SEC filing: View on IAPD