Matthew C Stephani

CFA

Cavanal Hill Investment Management, INC.

24 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Cavanal Hill Investment Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

29 advisors

Number of Clients

3 clients

Average Client Portfolio

$4.7B average

Assets Under Management

$14.2B

Fee Structure

Minimum Investment:$2M

Financial Planning:Investment management only

Location

One Williams Center, 15th Floor, Tulsa, OK, 74172

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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.

Employment History

Current Registrations

Cavanal Hill Investment Management, INC.

June 2006 - Present · 19 yrs 8 mos

Previous Registrations

Great Companies LLC

October 2001 - July 2006 · 4 yrs 9 mos

State Registrations27 states

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Advisor

Exams

No exam information available for this advisor.