Cavanal Hill Investment Management, Inc.
● SEC registered since 2001CRD 110774SEC# 801-60138Tulsa, OK
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Bokf, NA Control | Owner | Over 75% | 1997 |
| Bryan Petry Control | Treasurer And Tax Officer | Under 5% | 2024 |
| Catherine Lee Dunn Control | Secretary | Under 5% | 2025 |
| James Brian Henderson Control | Director | Under 5% | 2020 |
| Matthew C Stephani Control | President/Director | Under 5% | 2020 |
| Ryan Michael Flippo Control | Chief Compliance Officer | Under 5% | 2025 |
| Scott Bradley Grauer Control | Director/Chairman | Under 5% | 2008 |
| Bok Financial Corporation Control | Owner | Over 75% | 2001 |
| George Bruce Kaiser Control | Owner | 50-75% | 2001 |
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
| Address | One Williams Center, 15th Floor, Tulsa, OK 74172-0172 |
| Phone | 800-958-2942 |
| Fax | 918-588-6939 |
| Office hours | 8:00a.m. To 5:00p.m. (Cst) |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$15.23B▲ 7%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,306 advisers
EmployeesTop 12%
More than 88% of 16,824 advisers
Assets under management
$15.23Bregulatory AUM
Discretionary $15.23BNon-discretionary $4.2M