Adrian Ocegueda is a CFA-designated registered investment advisor at Cimarron Capital Associates II, LLC, based in Oklahoma City, OK. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $54M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
5 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$54.4M

Fee Structure

Investment management only (planning not offered)

Cimarron Capital Associates II (CCAII) does not directly manage investments for individual investors. CCAII manages venture capital funds on behalf of territories and Indian tribes.

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Location

4045 N.W. 64th Street, Suite 405, Oklahoma City, OK, 73116-2626

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cimarron Capital Associates II, LLC
June 2025 - Present · 11 mos
State Registrations1 state
OK
Advisor

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
No exam information available for this advisor.
Adrian Ocegueda - Financial Advisor | TrueAdvisor