|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cavanal Hill Investment Management Inc
✚
|
|
|---|---|
| CRD # | 110774 |
| SEC # | 801-60138 |
| CIK # | 0001977483 |
| AUM | $14.2 B (2025-06-16) |
| Employees | 50 (72% Investors, 22% Brokers) |
| Phone | 800-958-2942 |
| Address | One Williams Center Tulsa, OK 74172-0172 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001977483 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Exxon Mobil Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| AAON Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Procter & Gamble Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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 | 9.0 |
| (d) Investment companies | 1 | 5.3 |
| (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 | 2,326 | 14.2 |
| By Discretionary | ||
| Discretionary | 2,325 | 14.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 2,326 | 14.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.2 | |
| Total | 2,326 | 14.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001977483] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Management Inc
✚
|
WI | 15.0 |
|
Summit Financial LLC
✚
|
NJ | 15.0 |
|
Troy Asset Management Ltd
✚
|
14.8 | |
|
Envestnet Retirement Solutions LLC
✚
|
IL | 14.5 |
|
Mycio Wealth Partners LLC
✚
|
PA | 14.4 |
|
T Rowe Price Singapore Private Ltd
✚
|
14.3 | |
|
Yousif Capital Management LLC
✚
|
MI | 14.0 |
|
Degroof Petercam Asset Management
✚
|
13.6 | |
|
Atlanta Consulting Group Advisors LLC
✚
|
GA | 13.6 |
|
Madison Investment Advisors LLC
✚
|
WI | 13.3 |