AB
Amir H. Behdad
CAVANAL HILL INVESTMENT MANAGEMENT
TULSA, OK 74172
Some features on this profile are disabled
CRD#: 7807035
AB
Professional summary
Amir Hossein Behdad is a registered financial advisor currently at CAVANAL HILL INVESTMENT MANAGEMENT, INC. located in Tulsa, Oklahoma.
Amir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Amir has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Amir Hossein Behdad's 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®
NoneExperience
Current
December 9, 2025 - Present
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Office #1: One Williams Center 15th Floor, Tulsa, OK 74172RIA
CRD#: 110774
TULSA, OK
Past
May 9, 2025 - November 25, 2025
ARVEST WEALTH MANAGEMENT
RIA
CRD#: 42057
Broken Arrow, OK
Past
January 14, 2025 - November 25, 2025
ARVEST WEALTH MANAGEMENT
BD
CRD#: 42057
Broken Arrow, 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".
CH
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
AXIA INVESTMENT MANAGEMENT, INC. | INVESTMENT CONCEPTS, INC. | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | BOK INVESTMENT ADVISERS, INC. | AXIA INVESTMENT MANAGMENT, INC.
CRD#: 110774 / SEC#: 801-60138
RIA
Registered Investment Advisory firm - (4/19/2001 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
Arizona(1/12/2026)
IAR
Arkansas(12/9/2025)
IAR
Colorado(12/9/2025)
IAR
Kansas(12/9/2025)
IAR
Missouri(12/9/2025)
IAR
Oklahoma(12/9/2025)
IAR
Texas(12/9/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CH
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
AXIA INVESTMENT MANAGEMENT, INC. | INVESTMENT CONCEPTS, INC. | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | BOK INVESTMENT ADVISERS, INC. | AXIA INVESTMENT MANAGMENT, INC.
CRD#: 110774 / SEC#: 801-60138
RIA
Registered Investment Advisory firm - (4/19/2001 Approved)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
One Williams Center 15th Floor, Tulsa, OK 74172-0172
Mailing Address
6242 E. 41st St. So, Tulsa, OK 74135
Phone number
(800) 958-2942
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,175 |
| AUM (Assets Under Management) | $ 15,233,547,787 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2025 | ||
| 12/18/2024 | ||
| 08/25/2023 |
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
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
CRD#: 110774Tulsa, OK 74172TRUST BUT VERIFY
Monitor Amir Behdad
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
