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CAVANAL HILL INVESTMENT MANAGEMENT, INC.

One Williams Center
15th Floor
Tulsa, Oklahoma 74172-0172
Tel: 800-958-2942

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About CAVANAL HILL INVESTMENT MANAGEMENT, INC.

CAVANAL HILL INVESTMENT MANAGEMENT, INC, formally registered with the SEC as CAVANAL HILL INVESTMENT MANAGEMENT, INC. The firm was established in 04/19/2001. They have over 2 offices throughout the country.

CAVANAL HILL INVESTMENT MANAGEMENT, INC. is a Tulsa, Oklahoma based Financial Planning firm with nearly $11,569,058,289 assets under management, offering retirement planning & investment advisory services to 2265 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110774
SEC#801-60138
Assets Managed by Firm$11,569,058,289
No. of Clients2265
No. of Advisors50

Fee Structure

  • A percentage of AUM

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total2265$11,569,058,289
Other investment advisers1$14,691,949

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