CAPTION MANAGEMENT, LLC

499 W Sheridan Avenue
Suite 2250
Oklahoma City, Oklahoma 73102
Tel: 347-797-5101

About CAPTION MANAGEMENT, LLC

CAPTION MANAGEMENT, LLC, formally registered with the SEC as CAPTION MANAGEMENT, LLC. The firm was established in 07/31/2017. They have over 2 offices throughout the country.

CAPTION MANAGEMENT, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $1,706,753,895 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173841
SEC#	801-110893
Assets Managed by Firm	$1,706,753,895
No. of Clients	5
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$1,706,753,895

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