AO
CFA
AO
CFA

Adrian Ocegueda

1 Year of Experience
Oklahoma City, OK

Adrian Ocegueda is a CFA-designated registered investment advisor at Cimarron Capital Associates II, LLC, based in Oklahoma City, OK, with 1 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 5 clients with $54M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$54.4M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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 · 1 yr 4 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.
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