Pentecost Capital Management Inc (Tulsa)

Pentecost Capital Management Inc is a large advisory firm based in Tulsa. It manages $31.22 million of regulatory assets for 326 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, Kansas, and Texas.

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

Pentecost Capital Management: assets under management

The assets under management (AUM) of Pentecost Capital Management Inc is $31.22 million. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.55 million in discretionary accounts and $4.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $123.02 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pentecost Capital 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.

Careers at Pentecost Capital Management Inc

Earnest Leon Coleman has been acting as President since 1 Aug 2000. Debra Vanscoyoc Blunt joined the executive team most recently as the Marketing Representative.

Direct owners and executive officers

Based in Tulsa

The principal office where Pentecost Capital Management Inc performs its advisory services is located at 1218 East 33 Rd St, Tulsa, OK 74105, 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 918-743-1400 or by fax 918-743-1757. The normal business hours are 8:30 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.pcmonline.com.

Registered investment advisers similar to Pentecost Capital Management Inc

• White Charles, E
• Patronus Advisors
• Sovereign Private Wealth
• Verrette Capital Management
• The Ambrose & Guidotti Financial Group
• Simms Capital Management
• Durbin Financial Advisors
• Lake Partners
• Rubin Overseas
• Equifin Capital Management Ii
• Preferred Financial Advisors
• Trenholm Peter
• Pitch Financial Services
• Victory Wealth Management
• Illinois Private Equity Fund Of Funds G.P.