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| Happy Holidays!! thanks for using AUM13F!! |
| BOK Financial Securities Inc
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| CRD # | 17530 |
| SEC # | 801-53600 |
| CIK # | 0000786671 |
| AUM | $835.6 M (2025-06-16) |
| Employees | 165 (88% Investors, 81% Brokers) |
| Phone | 877-781-6889 |
| Address | One Williams Center Tulsa, OK 74102 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,781 | 487.2 |
| (b) Individuals (high net worth individuals) | 336 | 336.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 5.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 7.3 |
| (n) Other | 37 | 0.0 |
| Total | 3,179 | 835.6 |
| By Discretionary | ||
| Discretionary | 2,491 | 416.3 |
| Non-Discretionary | 688 | 419.3 |
| Total | 3,179 | 835.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 835.6 | |
| Total | 3,179 | 835.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
World Equity Group Inc
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|
IL | 0.9 |
|
Align Impact LLC
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CO | 0.8 |
|
Avalan LLC
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CA | 0.5 |
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Diversifi Capital LLC
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CA | 0.5 |
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Endowment Wealth Management Inc
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WI | 0.4 |
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Momentum Advisors LLC
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NY | 0.4 |
|
Thrive Capital Management LLC
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|
PA | 0.4 |
|
Emerson Equity LLC
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CA | 0.3 |
|
Helium Advisors LLC
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|
WA | 0.3 |
|
WindRock Wealth Management LLC
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|
IL | 0.3 |