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 $1,831,472,226 assets under management, offering retirement planning & investment advisory services to 1609 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291368
SEC#	801-112427
Assets Managed by Firm	$1,831,472,226
No. of Clients	1609
No. of Advisors	16

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1609	$1,831,472,226
Individuals (other than high net worth individuals)	244	$74,307,935
High net worth individuals	334	$1,466,786,465
Pension and profit sharing plans	6	$8,144,570
Charitable organizations	12	$64,383,827
Corporations or other businesses	14	$97,627,509

More Retirement Planning firms in Oklahoma City, Oklahoma:

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CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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