Cavanal Hill Investment Management, Inc.

Cavanal Hill Investment Management, Inc. (CRD# 110774) is a financial advisory firm headquartered in Tulsa, OK. They manage $11,569,058,289 in 2,265 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,569
    MILLION
  • Total Number of Accounts
    2,265
    ACCOUNTS
  • Average Account Value
    $5,107,752
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Cavanal Hill Investment Management, Inc.
Showing 11 - 20 of 32 top financial advisors.
11
Michael P. Lukchis
CRD#: 4989618
One Williams Center, 15th Floor, Tulsa, OK 74172

Michael Lukchis (CRD# 4989618) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 18 years of experience in the finance industry.

12
Leslie J. Martin
CRD#: 6013505
333 W. Campbell Rd., #130, Richardson, TX 75080

Leslie Martin (CRD# 6013505) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Richardson, TX and has over 12 years of experience in the finance industry.

13
Michael P. Maurer
CRD#: 2394387
One Williams Center, 15th Floor, Tulsa, OK 74192

Michael Maurer (CRD# 2394387) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 29 years of experience in the finance industry.

14
Craig S. McQueen
CRD#: 5100749
Denver, CO

Craig McQueen (CRD# 5100749) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Denver, CO and has over 16 years of experience in the finance industry.

15
Christopher L. O'connell
CRD#: 2387460
One Williams Center, 15th Floor, Tulsa, OK 74172

Christopher O'connell (CRD# 2387460) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 24 years of experience in the finance industry.

16
Patti S. Robertson
CRD#: 1780357
One Williams Center, 15th Floor, Tulsa, OK 74192

Patti Robertson (CRD# 1780357) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 36 years of experience in the finance industry.

17
Michael C. Schloss
CRD#: 2251028
One Williams Center, 15th Floor, Tulsa, OK 74192

Michael Schloss (CRD# 2251028) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 31 years of experience in the finance industry.

18
Matthew C. Stephani
CRD#: 4727319
One Williams Center, 15th Floor, Tulsa, OK 74172

Matthew Stephani (CRD# 4727319) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

19
Christopher A. Story
CRD#: 5254994
One Williams Center, 15th Floor, Tulsa, OK 74101

Christopher Story (CRD# 5254994) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.

20
Jessica Thompson
CRD#: 5527846
One Williams Center, 15th Floor, Tulsa, OK 74101

Jessica Thompson (CRD# 5527846) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 6 years of experience in the finance industry.

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