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| Scissortail Wealth Management LLC
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|---|---|
| CRD # | 297761 |
| SEC # | 801-114094 |
| CIK # | 0001906793 |
| AUM | 568.2 M (2026-04-30) |
| Employees | 13 (62% Investors, 38% Brokers) |
| Fees | |
| Minimum | |
| Phone | 918-956-0500 |
| Address | 1203 East 33rd Street Tulsa, OK 74105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.6 | ||
| Wal Mart Stores Inc | 9.9 | ||
| Conocophillips | 9.0 | ||
| Phillips 66 | 8.4 | ||
| Marathon Petroleum Corp | 8.1 | ||
| Tyco International Ltd /Ber/ | 7.9 | ||
| Johnson & Johnson | 7.9 | ||
| Microsoft Corp | 7.6 | ||
| J P Morgan Chase & Co | 6.9 | ||
| Ace Ltd | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 403 | 208.9 |
| (b) Individuals (high net worth individuals) | 72 | 340.4 |
| (c) Banking or thrift institutions | 1 | 3.6 |
| (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 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 6.7 |
| (n) Other | 2 | 4.7 |
| Total | 2,566 | 568.2 |
| By Discretionary | ||
| Discretionary | 2,395 | 528.5 |
| Non-Discretionary | 171 | 39.6 |
| Total | 2,566 | 568.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 568.2 | |
| Total | 2,566 | 568.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906793] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gilliland Jeter Wealth Management LLC
✚
|
AR | 569.1 M |
|
Act Wealth Management LLC
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TX | 568.8 M |
|
Freedom Investment Management Inc
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CT | 568.7 M |
|
BR Capital Advisors LLC
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FL | 568.4 M |
|
FCG Investment Company
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TN | 568.2 M |
|
Seed Planning Group LLC
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NY | 568.0 M |
|
Liberty Square Wealth Partners LLC
✚
|
PA | 567.8 M |
|
Mascoma Wealth Management LLC
✚
|
NH | 567.8 M |
|
Prentice Wealth Management LLC
✚
|
NY | 567.5 M |
|
FFG Partners LLC
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|
FL | 567.4 M |