SERAPH CAPITAL ASSOCIATES, LLC

501 Se Fourth Street
Bartlesville, Oklahoma 74003-3906
Tel: 918-338-2255

About SERAPH CAPITAL ASSOCIATES, LLC

SERAPH CAPITAL ASSOCIATES, LLC, formally registered with the SEC as SERAPH CAPITAL ASSOCIATES, LLC. The firm was established in 04/20/2018. They have over 1 offices throughout the country.

SERAPH CAPITAL ASSOCIATES, LLC is a Bartlesville, Oklahoma based Financial Planning firm with nearly $74,319,083 assets under management, offering retirement planning & investment advisory services to 298 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165754
SEC#	801-112894
Assets Managed by Firm	$74,319,083
No. of Clients	298
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	298	$74,319,083
Individuals (other than high net worth individuals)	176	$10,711,891
High net worth individuals	14	$11,589,510
Pension and profit sharing plans	59	$10,414,846
Charitable organizations	17	$4,552,451
Corporations or other businesses	19	$8,176,997

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CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
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