BV
CFP

Brandon Thomas Vowinkle

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
29 advisors
Number of Clients
3 clients
Average Client Portfolio
$4.7B average
Assets Under Management
$14.2B

Fee Structure

Minimum Investment:$2M
Financial Planning:Investment management only

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
Investment Management
Loading...

Advisor Information

Office location

1600 Broadway, 4th Floor, Denver, CO, 80202

Get directions
Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Brandon is a soccer referee for the Colorado Soccer Association since August 2024, dedicating about 10-20% of his time to this activity. This activity is not investment-related.

Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
December 2021 - Present · 4 yrs 1 mo
Bok Financial Securities, INC. Broker
February 2015 - Present · 10 yrs 11 mos
Previous Registrations
Bok Financial Asset Management, INC.
February 2015 - December 2021 · 6 yrs 10 mos
Bok Financial Advisors
February 2015 - February 2015 · 0 mos
J.P. Morgan Securities LLC Broker
April 2013 - February 2015 · 1 yr 10 mos
J.P. Morgan Securities LLC
April 2013 - February 2015 · 1 yr 10 mos
Strategic Advisers, INC.
December 2011 - April 2013 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
June 2008 - April 2013 · 4 yrs 10 mos
State Registrations12 states
ALARCACOFLIAKSLANMOKTXWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brandon Thomas Vowinkle - Financial Advisor | AdvisorDiscover