|
⚲
|
| Keyboard |
| Cavanal Hill Investment Management Inc
✚
|
|
|---|---|
| CRD # | 110774 |
| SEC # | 801-60138 |
| CIK # | 0001977483 |
| AUM | 15.23 B (2026-03-17) |
| Employees | 47 (85% Investors, 21% Brokers) |
| Phone | 800-958-2942 |
| Address | One Williams Center Tulsa, OK 74172-0172 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| AAON Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 9.3 |
| (d) Investment companies | 1 | 5.9 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,175 | 15.2 |
| By Discretionary | ||
| Discretionary | 2,174 | 15.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 2,175 | 15.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.2 | |
| Total | 2,175 | 15.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001977483] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $5.8B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Envestnet Retirement Solutions LLC
✚
|
PA | 16.30 B |
|
Mycio Wealth Partners LLC
✚
|
PA | 15.78 B |
|
Concurrent Investment Advisors LLC
✚
|
FL | 15.73 B |
|
Mason Investment Advisory Services Inc
✚
|
VA | 15.67 B |
|
Clarfeld Financial Advisors LLC
✚
|
NY | 15.54 B |
|
C Worldwide Asset Management Fondsmaeglerselskab A/S
✚
|
15.28 B | |
|
The London Company of Virginia LLC
✚
|
VA | 14.89 B |
|
Yousif Capital Management LLC
✚
|
MI | 14.73 B |
|
Atlanta Consulting Group Advisors LLC
✚
|
GA | 14.70 B |
|
Pine Ridge Advisers LLC
✚
|
NY | 14.42 B |