Sutterfield Financial Group, Inc.
● SEC registered since 2005CRD 115652SEC# 801-63652Bartlesville, OK
Reg. AUM
$274.4M
Employees
32
Accounts
2,392
Location
Bartlesville, OK
Sutterfield Financial Group, Inc. assets under management
Sutterfield Financial Group, Inc. is an SEC-registered investment adviser based in Bartlesville, OK. The firm has been registered since 2005. It reports $274.4 million in regulatory assets under management and employs 32 people.
Sutterfield Financial Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michelle Lee Sutterfield Control | Chief Financial Officer | 50-75% | 1999 |
| Trevor Shawn Sutterfield Control | President / Chief Executive Officer | 50-75% | 1999 |
| Zachary Hyden Control | Chief Compliance Officer / General Counsel | Under 5% | 2015 |
Frequently asked questions
How much does Sutterfield Financial Group, Inc. manage?
Sutterfield Financial Group, Inc. reports $274.4 million in regulatory assets under management on its Form ADV.
How many employees does Sutterfield Financial Group, Inc. have?
Sutterfield Financial Group, Inc. reports 32 employees.
Where is Sutterfield Financial Group, Inc. located?
Sutterfield Financial Group, Inc. is based in Bartlesville, OK and has been SEC-registered since 2005.
Does Sutterfield Financial Group, Inc. disclose fund performance?
Sutterfield Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 501 SE Fourth Street, Bartlesville, OK 74003 |
| Phone | (918) 338-2255 |
| Fax | (918) 338-2242 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 115652 |
| Discloses disciplinary history | No |
Regulatory AUM
$274.4M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$274.4Mregulatory AUM
Discretionary $263.7MNon-discretionary $10.7M