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CFP · ChFC
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CFP · ChFC

Oliver Norman

Captrust
11 Years of Experience
Oklahoma City, OK
Sells Insurance
View SEC Summary
View SEC Summary

Oliver Norman is a CFP, ChFC-designated registered investment advisor at Captrust, based in Oklahoma City, OK, with 11 years of industry experience. Oliver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B in assets under management.

Captrust
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
948 advisors
Number of Clients
41,750 clients
Average Client Portfolio
$29.6M average
Assets Under Management
$1236.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.70%

Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6305 Waterford Blvd., Suite 120, Oklahoma City, OK, 73118

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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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Other Business ActivitiesSells Insurance

Oliver owns EON Properties LLC, a residential rental property, dedicating minimal time. He is also a licensed insurance agent selling life and health insurance.

Employment History
Current Registrations
Captrust
October 2021 - Present · 5 yrs
Previous Registrations
Covenant
February 2015 - November 2021 · 6 yrs 9 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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