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| Happy Holidays!! thanks for using AUM13F!! |
| Full Sail Capital LLC
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| CRD # | 291368 |
| SEC # | 801-112427 |
| CIK # | 0000175761, 0001757617 |
| AUM | $2.0 B (2025-06-06) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 405-286-2100 |
| Address | 124 NW 10th St Oklahoma City, OK 73103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 0.1 |
| (b) Individuals (high net worth individuals) | 364 | 1.7 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 12 | 0.1 |
| (i) State or municipal government entities | 1 | 0.1 |
| (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 | 12 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,688 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,663 | 2.0 |
| Non-Discretionary | 25 | 0.0 |
| Total | 1,688 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,688 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001757617] |
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