Areas of Practice
Investment Management
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
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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.

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Other Business Activities

Garrett is a VP and Business Development Officer at BOK Financial since 2017. He may receive compensation for business referrals to BOK Financial affiliates, accounting for minimal time and compensation.

Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
October 2018 - Present · 7 yrs 4 mos
Cavanal Hill Distributors, INC,Broker
May 2018 - Present · 7 yrs 9 mos
State Registrations49 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.