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Cavanal Hill Investment Management, Inc.

● SEC registered since 2001CRD 110774SEC# 801-60138Tulsa, OK
Export (members)
Reg. AUM
$15.23B
Employees
47
Accounts
2,175
Location
Tulsa, OK

Cavanal Hill Investment Management, Inc. assets under management

Cavanal Hill Investment Management, Inc. operates as an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2001. It reports $15.2 billion in regulatory assets under management and employs 47 people.

Cavanal Hill Investment Management, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Bokf, NA ControlOwnerOver 75%1997
Bryan Petry ControlTreasurer And Tax OfficerUnder 5%2024
Catherine Lee Dunn ControlSecretaryUnder 5%2025
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Frequently asked questions

How much does Cavanal Hill Investment Management, Inc. manage?

Cavanal Hill Investment Management, Inc. reports $15.2 billion in regulatory assets under management on its Form ADV.

How many employees does Cavanal Hill Investment Management, Inc. have?

Cavanal Hill Investment Management, Inc. reports 47 employees.

Where is Cavanal Hill Investment Management, Inc. located?

Cavanal Hill Investment Management, Inc. is based in Tulsa, OK and has been SEC-registered since 2001.

Does Cavanal Hill Investment Management, Inc. disclose fund performance?

Cavanal Hill Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Williams Center, 15th Floor, Tulsa, OK 74172-0172
Phone800-958-2942
Fax918-588-6939
Office hours8:00a.m. To 5:00p.m. (Cst)
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Regulatory AUM

$15.23B▲ 7%
Mar '25 — $14.22BApr '25 — $14.22BMay '25 — $14.22BJun '25 — $14.22BJul '25 — $14.22BAug '25 — $14.22BSep '25 — $14.22BOct '25 — $14.22BNov '25 — $14.22BDec '25 — $14.22BJan '26 — $14.22BFeb '26 — $14.22BMar '26 — $15.23BApr '26 — $15.23BMay '26 — $15.23BJun '26 — $15.23B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$15.23Bregulatory AUM
Discretionary $15.23BNon-discretionary $4.2M