Brian Quill
Brian Quill is a registered investment advisor at Cavanal Hill Investment Management, INC., based in Denver, CO, with 32 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 3 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.45% |
Rates shown reflect the equity strategy schedule. Other strategies have different fee schedules ranging from 0.08% to 0.75%.
Fee Estimator
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is the VP of Investment Management Compliance at both Cavanal Hill Investment Management, Inc. and BOK Financial Private Wealth, Inc. He dedicates about 10-20% of his time to each role, managing their corporate compliance programs.
Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
Bok Financial Private Wealth, INC.
Cavanal Hill Distributors, INC,Broker
Previous Registrations
Bok Financial Securities, INC.Broker
Triad Advisors, INC.Broker
Bok Financial Asset Management, INC.
The Mutual Fund Store
The Mutual Fund Store
The Mutual Fund Store
The Mutual Fund Store
Bankers & Investors CO.Broker
Van Kampen Funds INC.Broker
Kemper Distributors, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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