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FULL SAIL CAPITAL, LLC
124 N.W. 10th St
Oklahoma City, Oklahoma 73103
Tel: (405) 286-2100
About FULL SAIL CAPITAL, LLC
FULL SAIL CAPITAL, LLC, formally registered with the SEC as FULL SAIL CAPITAL, LLC. The firm was established in 02/13/2018. They have over 1 offices throughout the country.
FULL SAIL CAPITAL, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $1,476,786,387 assets under management, offering retirement planning & investment advisory services to 1413 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 291368 |
| SEC# | 801-112427 |
| Assets Managed by Firm | $1,476,786,387 |
| No. of Clients | 1413 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1413 | $1,476,786,387 |
| Individuals (other than high net worth individuals) | 237 | $64,529,940 |
| High net worth individuals | 280 | $1,105,262,042 |
| Pension and profit sharing plans | 5 | $5,833,924 |
| Charitable organizations | 11 | $56,868,105 |
| Corporations or other businesses | 11 | $121,871,418 |
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