Cavanal Hill Investment Management, INC.
Assets Under Management
$14.2B
Number of Clients
3
Number of Advisors
29
Average Client AUM
$4.7B
AUM per Advisor
$490.5M
Compensation
Fee-Only (AUM)
About This Firm
Cavanal Hill offers equity, fixed income, and cash management strategies to taxable and tax-exempt clients through separately managed accounts and to clients of BOKF, NA and BOK Financial Private Wealth, Inc. The firm also serves as the investment adviser to the Cavanal Hill Funds.
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
Location
One Williams Center, 15th Floor, Tulsa, OK, 74172-0172