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 $862,109,541 assets under management, offering retirement planning & investment advisory services to 498 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285978
SEC#	801-113252
Assets Managed by Firm	$862,109,541
No. of Clients	498
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

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

Firm Client Information

	No. of Clients	AUM
Firm Total	498	$862,109,541
Individuals (other than high net worth individuals)	21	$8,541,620
High net worth individuals	106	$759,518,858
Charitable organizations	Fewer than 5 clients	$42,661,496
Corporations or other businesses	Fewer than 5 clients	$9,586,111

More Retirement Planning firms in Tulsa, 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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