|
⚲
|
| BOK Financial Securities Inc
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|
|
|---|---|
| CRD # | 17530 |
| SEC # | 801-53600 |
| CIK # | 0000786671 |
| AUM | $1.1 B (2026-03-31) |
| Employees | 165 (86% Investors, 85% Brokers) |
| Phone | 877-781-6889 |
| Address | One Williams Center Tulsa, OK 74102 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | BOKF Private Equity Limited Partnership | 2012-03-30 | 5.0 | |
| PE | BOKF Private Equity Limited Partnership II | 2012-03-30 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,914 | 587.8 |
| (b) Individuals (high net worth individuals) | 349 | 420.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 44.4 |
| (n) Other | 37 | 0.0 |
| Total | 3,330 | 1,058.0 |
| By Discretionary | ||
| Discretionary | 2,596 | 519.9 |
| Non-Discretionary | 734 | 538.1 |
| Total | 3,330 | 1,058.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,058.0 | |
| Total | 3,330 | 1,058.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
World Equity Group Inc
✚
|
IL | 1.0 |
|
FSA Investment Group LLC
✚
|
FL | 0.8 |
|
Align Impact LLC
✚
|
CO | 0.7 |
|
Diversifi Capital Inc
✚
|
CA | 0.7 |
|
Thrive Capital Management LLC
✚
|
PA | 0.7 |
|
Avalan LLC
✚
|
CA | 0.6 |
|
Endowment Wealth Management Inc
✚
|
WI | 0.6 |
|
Momentum Advisors LLC
✚
|
NY | 0.4 |
|
Aventura Private Wealth LLC
✚
|
FL | 0.4 |
|
WindRock Wealth Management LLC
✚
|
IL | 0.4 |