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MD

Michael J. Dollarhide

LONGBOW ASSET MANAGEMENT
Tulsa, OK 74103
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CRD#: 2970129
MD

Professional summary


Michael Jacob Dollarhide, who also goes by Jake Dollarhide, Michael Dollarhide, is a registered financial advisor currently at LONGBOW ASSET MANAGEMENT located in Tulsa, Oklahoma.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 2 firms and has passed the Series 65 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jake Dollarhide | Michael Dollarhide

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Jacob Dollarhide's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 22, 2010 - Present

LONGBOW ASSET MANAGEMENT

Office #1: 401 South Boston Avenue Suite 100, Tulsa, OK 74103
RIA
CRD#: 126193
Tulsa, OK
Past

March 5, 2007 - December 31, 2009

LONGBOW ASSET MANAGEMENT

RIA
CRD#: 126193
TULSA, OK
Past

January 9, 2004 - December 31, 2005

LONGBOW ASSET MANAGEMENT

RIA
CRD#: 126193
TULSA, OK
Past

March 17, 1998 - December 31, 2004

FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.

RIA
CRD#: 108886
TULSA, OK

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LONGBOW ASSET MANAGEMENT
BLSH CO. | LONGBOW ASSET MANAGEMENT COMPANY | LONGBOW ASSET MANAGEMENT | DOLLARHIDE INVESTMENT MANAGEMENT

CRD#: 126193 / SEC#: 801-121112

RIA
Registered Investment Advisory firm - (4/30/2021 Approved)
Oklahoma
Registered Investment Advisory firm - (6/27/2012 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(12/22/2010)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/6/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6
Date: 12/29/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm


LA
LONGBOW ASSET MANAGEMENT
BLSH CO. | LONGBOW ASSET MANAGEMENT COMPANY | LONGBOW ASSET MANAGEMENT | DOLLARHIDE INVESTMENT MANAGEMENT

CRD#: 126193 / SEC#: 801-121112

RIA
Registered Investment Advisory firm - (4/30/2021 Approved)
Oklahoma
Registered Investment Advisory firm - (6/27/2012 Approved)
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Contact information


Main Address
401 South Boston Avenue Suite 100, Tulsa, OK 74103
Mailing Address
Phone number
(918) 295-9929
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LONGBOW PLAIN ENGLISH ADV PART II BROCHURE (3/28/2025)

Regulatory assets under management


Total Number of Accounts450
AUM (Assets Under Management)$ 131,426,670

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LONGBOW ASSET MANAGEMENT

CRD#: 126193Tulsa, OK 74103

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