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).

Current Firm Details
One Williams Center, 15th Floor, Tulsa, OK 74172
https://cavanalhill.com
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 31 - 32 of 32 top financial advisors.
31
Jerrod Peterson, financial advisor Tulsa OK
Jerrod G. Peterson
CRD#: 7619906
One Williams Center, 15th Floor, Tulsa, OK 74172

Jerrod Peterson (CRD# 7619906) 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.

32
Benjamin Wolthuizen, financial advisor Tulsa OK
Benjamin C. Wolthuizen
CRD#: 7352338
One Williams Center, 15th Floor, Tulsa, OK 74172

Benjamin Wolthuizen (CRD# 7352338) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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