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| BOK Financial Securities Inc
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|---|---|
| CRD # | 17530 |
| SEC # | 801-53600 |
| CIK # | 0000786671 |
| AUM | 1,058.0 M (2026-03-31) |
| Employees | 165 (86% Investors, 85% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-781-6889 |
| Address | One Williams Center Tulsa, OK 74102 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | BOKF Private Equity Limited Partnership | 2012-03-30 | 5.0 M | |
| PE | BOKF Private Equity Limited Partnership II | 2012-03-30 | 0.0 M |
| AUM Breakdown | Accounts | AUM ($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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| LEI | 5493008UZFTI4G7UQ733 |
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