BW
CFA
BW
CFA

Benjamin C Wolthuizen

4 Years of Experience
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.

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 Activities

Benjamin is the owner of Rose Rock EyeCare PLLC, an optometry clinic, since 2022. He spends minimal time reviewing books and records for the clinic.

Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
April 2021 - Present · 4 yrs 10 mos
State Registrations7 states
ARCOKSMONMOKTX
Advisor
Exams
No exam information available for this advisor.