Cavanal Hill Investment Management, Inc. is a large advisory firm based in Tulsa. It manages $7.44 billion of regulatory assets for 1,291 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Cavanal Hill Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cavanal Hill Investment Management, Inc. is $7.44 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cavanal Hill Investment Management, 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.
The firm provides services to investment companies, banking or thrift institutions, and pension and profit sharing plans. The largest group of clients of James Lee Huntzinger is banking or thrift institutions with 0 clients and $4.01 billion of assets under management. Among the 11 most similar advisory firms, Cavanal Hill Investment Management has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $7.44 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Cavanal Hill Investment Management doesn't advise any private funds.
The company employs 48 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. 33 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Lee Huntzinger has been acting as President since 1 May 2001. Mark Stephen Marrone joined the executive team most recently as the Chief Compliance Officer.
The principal office where Cavanal Hill Investment Management, Inc. performs its advisory services is located at One Williams Center, Tulsa, OK 74172 0172, which is also the mailing address of the firm. An additional office of the firm is in Richardson, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-958-2942 or by fax 918-588-6939. The normal business hours are 8:00am to 5:00pm (cst) on Monday - Friday. You can find more information about the New York firm at cavanalhill.com.