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
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Advisor Information

Office location

One Williams Center, 15th Floor, Tulsa, OK, 74172

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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.

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Other Business Activities

Jerrod is an advertising manager for Redbud Outdoor, LLC since 2021, spending minimal time on upkeep of physical assets. This activity is not investment-related.

Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
September 2022 - Present · 3 yrs 4 mos
State Registrations8 states
ARAZCOKSMONMOKTX
Advisor
Exams
No exam information available for this advisor.
Jerrod G Peterson - Financial Advisor | AdvisorDiscover