VAULT WEALTH
Oklahoma City, OK
AUM
$61.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
405-928-4422
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
64 advisers found
ARROW INVESTMENT MANAGEMENT LLC
Oklahoma City, OK
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(405) 509-8198
CIMARRON CAPITAL ASSOCIATES II, LLC
Oklahoma City, OK
AUM
$54.4M
Institutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
4058486059
OK401K, INC.
Oklahoma City, OK
AUM
$53.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(405) 603-4986
A-TEAM FINANCIAL INVESTMENTS
Oklahoma City, OK
AUM
$44.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
405-378-2487
CORE WEALTH MANAGEMENT, LLC
Oklahoma City, OK
AUM
$37.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
405-720-1244
BALDWIN FINANCIAL, LLC
Oklahoma City, OK
AUM
$16.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
405-266-7856
INVESTMENT STRATEGIES, LLC
Oklahoma City, OK
AUM
$6.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
405-703-3858
FLATLANDS WEALTH LLC
Oklahoma City, OK
AUM
$2.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
405-480-0513
AXION CAPITAL MARKETS, LLC
Oklahoma City, OK
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 employees
Clients
0
Fees
Percentage of AUM; Hourly charges
405-252-2426
BERTRAND INVESTMENT STRATEGIES, L.L.C.
Oklahoma City, OK
AUM
—
Team
2 advisors
Clients
0
Fees
REFERRAL FEES
405-703-3800
CORTADO VENTURES MANAGEMENT, LLC
Oklahoma City, OK
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
405-236-0080
INTREPID FINANCIAL SERVICES, LLC
Oklahoma City, OK
AUM
—
Team
2 advisors
Clients
—
Fees
Fixed fees; THIRD PARTY ADVISER FEE
(405) 843-6100
PRAESIDIAN CAPITAL MANAGEMENT II, LLC
Oklahoma City, OK
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
212-520-2600
THE BAKER GROUP, LP
Oklahoma City, OK
AUM
—
Team
3 advisors
Clients
1-10
Fees
NEGOTIABLE FEES BASED ON % OF INVESTABLE ASSETS PER CLIENT
405-415-7200
VICTORUM CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(405) 821-1118
CE INVESTMENT MANAGEMENT, LLC
Oklahoma City, OK
AUM
$5.91B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM
405-523-5348
Full profileNo website
ASSET MANAGEMENT ADVISORS, LLC
Oklahoma City, OK
AUM
$221.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
405-842-1881
Full profileNo website