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

Eric works as a soccer referee at the collegiate and semi-pro level since 2012. This independent contractor role involves travel, fitness training, classroom sessions, and officiating matches, taking up to about half of Eric's time.

Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
October 2024 - Present · 1 yr 4 mos
State Registrations7 states
ARCOKSMONMOKTX
Advisor
Exams
No exam information available for this advisor.