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Streeter Moore & Stipe LLC

● SEC registered since 2008CRD 118588SEC# 801-68644Tulsa, OK
Export (members)
Reg. AUM
$219.1M
Employees
5
Accounts
188
Location
Tulsa, OK

Streeter Moore & Stipe LLC assets under management

Streeter Moore & Stipe LLC is an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2008. It reports $219.1 million in regulatory assets under management and employs 5 people.

Streeter Moore & Stipe LLC owners & executives

3 reported
NameTitleOwnershipSince
Chrissy M StreeterOwner5-10%2021
Robert Brady Morris ControlChief Compliance OfficerUnder 5%2024
Stephen Henry Streeter ControlManaging MemberOver 75%1995

Frequently asked questions

How much does Streeter Moore & Stipe LLC manage?

Streeter Moore & Stipe LLC reports $219.1 million in regulatory assets under management on its Form ADV.

How many employees does Streeter Moore & Stipe LLC have?

Streeter Moore & Stipe LLC reports 5 employees.

Where is Streeter Moore & Stipe LLC located?

Streeter Moore & Stipe LLC is based in Tulsa, OK and has been SEC-registered since 2008.

Does Streeter Moore & Stipe LLC disclose fund performance?

Streeter Moore & Stipe LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4111 S. Darlington, Suite 120, Tulsa, OK 74135
Phone918-481-6262
Fax918-481-6211
Office hours9:00a.m. - 4:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$219.1M▲ 13%
Mar '25 — $193.5MApr '25 — $193.5MMay '25 — $193.5MJun '25 — $193.5MJul '25 — $193.5MAug '25 — $193.5MSep '25 — $193.5MOct '25 — $193.5MNov '25 — $193.5MDec '25 — $193.5MJan '26 — $193.5MFeb '26 — $193.5MMar '26 — $219.1MApr '26 — $219.1MMay '26 — $219.1MJun '26 — $219.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$219.1Mregulatory AUM
Discretionary $208.6MNon-discretionary $10.5M