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| Happy Holidays!! thanks for using AUM13F!! |
| Sutterfield Financial Group Inc
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| CRD # | 115652 |
| SEC # | 801-63652 |
| CIK # | 0000115652 |
| AUM | $220.8 M (2025-03-27) |
| Employees | 24 (54% Investors, 8% Brokers) |
| Phone | 918-338-2255 |
| Address | 501 SE Fourth Street Bartlesville, OK 74003 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 831 | 96.3 |
| (b) Individuals (high net worth individuals) | 32 | 45.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 100 | 39.0 |
| (h) Charitable organizations | 9 | 6.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 13 | 30.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,280 | 220.8 |
| By Discretionary | ||
| Discretionary | 2,160 | 211.3 |
| Non-Discretionary | 120 | 9.5 |
| Total | 2,280 | 220.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 220.8 | |
| Total | 2,280 | 220.8 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Sutterfield Financial Group Inc
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|
OK | 0.2 |
|
Seraph Capital Associates LLC
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|
OK | 0.1 |
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