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HUMPHREYS CAPITAL, LLC

1801 Wheeler Street
Suite 300
Oklahoma City, Oklahoma 73108
Tel: 405-228-1000

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About HUMPHREYS CAPITAL, LLC

HUMPHREYS CAPITAL, LLC, formally registered with the SEC as HUMPHREYS CAPITAL, LLC. The firm was established in 09/15/2020. They have over 1 offices throughout the country.

HUMPHREYS CAPITAL, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $210,590,081 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#309323
SEC#801-119351
Assets Managed by Firm$210,590,081
No. of Clients4
No. of Advisors31

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (DISTRIBUTIONS ON PRO RATA OWNERSHIP OF COMMON UNITS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$210,590,081

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