Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cavanal Hill receives an investment management fee based on the client's assets under management. Fees are subject to negotiation based on the client's circumstances. Customized strategies are available, and fees will be determined on a case-by-case basis. Cavanal Hill reserves the right to impose a minimum advisory fee. Bank Clients and BOKF RIA clients do not pay a fee directly to Cavanal Hill. Separately managed account minimums vary by strategy and range from $2,000,000 to $15,000,000 in assets under management.
Areas of Practice
Advisor Information
Office location
One Williams Center, 15th Floor, Tulsa, OK, 74172
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Billy is the SVP, Sales Director at Cavanal Hill Investment Management, Inc. since 2013, spending about a quarter of his time managing the sales program. He is also the President of Cavanal Hill Funds since 2020, dedicating a few hours per week to mutual fund management.