Xxec Inc
● SEC registered since 2018CRD 108886SEC# 801-114089Tulsa, OK
Reg. AUM
$137.5M
Employees
4
Accounts
135
Location
Tulsa, OK
Xxec Inc assets under management
Xxec Inc operates as an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2018. It reports $137.5 million in regulatory assets under management and employs 4 people.
Xxec Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Franki Brown | Chief Compliance Officer | Under 5% | 2026 |
| Fredric Eliot Russell Control | Chief Executive Officer | Over 75% | 1984 |
Frequently asked questions
How much does Xxec Inc manage?
Xxec Inc reports $137.5 million in regulatory assets under management on its Form ADV.
How many employees does Xxec Inc have?
Xxec Inc reports 4 employees.
Where is Xxec Inc located?
Xxec Inc is based in Tulsa, OK and has been SEC-registered since 2018.
Does Xxec Inc disclose fund performance?
Xxec Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2200 South Utica Place, Suite 430, Tulsa, OK 74114 |
| Phone | 918-743-5959 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1828822 |
| Discloses disciplinary history | No |
Regulatory AUM
$137.5M▼ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$137.5Mregulatory AUM
Discretionary $137.5M