JACKSON HOLE CAPITAL PARTNERS, LLC

110 North Elgin Avenue
Suite 510
Tulsa, Oklahoma 74120
Tel: 918-879-4698

About JACKSON HOLE CAPITAL PARTNERS, LLC

JACKSON HOLE CAPITAL PARTNERS, LLC, formally registered with the SEC as JACKSON HOLE CAPITAL PARTNERS, LLC. The firm was established in 05/22/2018. They have over 1 offices throughout the country.

JACKSON HOLE CAPITAL PARTNERS, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $593,634,491 assets under management, offering retirement planning & investment advisory services to 416 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285978
SEC#	801-113252
Assets Managed by Firm	$593,634,491
No. of Clients	416
No. of Advisors	6

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	416	$593,634,491
Individuals (other than high net worth individuals)	20	$7,579,178
High net worth individuals	96	$512,659,065
Charitable organizations	Fewer than 5 clients	$38,109,891
Corporations or other businesses	Fewer than 5 clients	$8,156,767

Inquire with JACKSON HOLE CAPITAL PARTNERS, LLC

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CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$4,258,161,897	2625	59
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