Robert Logan Burnam
Professional Summary
Robert Logan Burnam is a registered financial advisor currently at CAVANAL HILL INVESTMENT MANAGEMENT, INC. located in Houston, Texas and BOK FINANCIAL PRIVATE WEALTH, INC. located in Houston, Texas. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Robert has worked at 6 firms and has passed the Series 63, Series 65, Series 52TO, Series 99TO, SIE, Series 7, Series 6, Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
AXIA INVESTMENT MANAGEMENT, INC. | INVESTMENT CONCEPTS, INC. | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | BOK INVESTMENT ADVISERS, INC. | AXIA INVESTMENT MANAGMENT, INC.
Contact Information
Main Address
One Williams Center 15th Floor, Tulsa, OK 74172-0172Mailing Address
6242 E. 41st St. So, Tulsa, OK 74135Phone Number
(800) 958-2942# of Employees
47SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,175AUM (Assets Under Management)
$15,233,547,787Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2025 | Cover Page | Report |
| 12/18/2024 | Cover Page | Report |
| 08/25/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
AXIA INVESTMENT MANAGEMENT, INC. | INVESTMENT CONCEPTS, INC. | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | BOK INVESTMENT ADVISERS, INC. | AXIA INVESTMENT MANAGMENT, INC.
State Registrations and Notice Filings
(12/9/2021)
(12/21/2021)
(4/19/2022)
(12/9/2021)
(12/9/2021)
(5/12/2014)
(12/9/2021)
(12/9/2021)
(5/12/2014)
(12/14/2021)
(3/9/2021)
(12/17/2021)
(3/9/2021)
(5/12/2014)
(12/9/2021)
(12/9/2021)
(12/9/2021)
(5/12/2014)
(12/9/2021)
(12/10/2021)
(12/9/2021)
(5/12/2014)
(12/9/2021)
(12/9/2021)
(12/13/2021)
(5/12/2014)
(12/9/2021)
(12/9/2021)
(12/9/2021)
(5/12/2014)
(12/9/2021)
(12/9/2021)
(12/10/2021)
(4/19/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2004About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Logan Burnam's CRS (Customer Relationship Summary).
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