Utica Capital Advisers, Inc. (Tulsa)

Name: Utica Capital Advisers, Inc.
Address: 2100 South Utica, Tulsa, OK, 74114
Telephone: (918) 744-9215

Utica Capital Advisers, Inc. is an adviser based in Tulsa. It manages $24.96 million of regulatory assets for 281 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arkansas, Oklahoma, and Texas.

Utica Capital Advisers provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Utica Capital Advisers: assets under management

The assets under management (AUM) of Utica Capital Advisers, Inc. is $24.96 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Utica Capital Advisers, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Utica Capital Advisers, Inc.

Robert Gerald Taylor has been acting as President since 1 Apr 2002. Christi Taylor Rowland joined the executive team most recently as the Vice President & Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christi Taylor Rowland	Vice president & secretary	1 Apr 2002	Other	3223021
Robert Gerald Taylor	President/ceo	1 Apr 2002	75% - 100%	443453

Based in Tulsa

The principal office where Utica Capital Advisers, Inc. performs its advisory services is located at 2100 South Utica, Tulsa, OK 74114, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (918) 744-9215 or by fax (918) 744-9392. The normal business hours are 8:00am to 5:00pm (12pm on wed) on Monday - Friday. You can find more information about the New York firm at www.uticap.com.