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CRD#: 175445
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CAVANAL HILL DISTRIBUTORS, INC, is located at One Williams Center, 15th Floor, Tulsa, OK 74172 and was first established at New Orleans, Oklahoma in 09/25/2014. After operating for 11 years, CAVANAL HILL DISTRIBUTORS, INC, has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CAVANAL HILL DISTRIBUTORS, INC,’s clients are individuals and 0% of their clients are high net worth individuals. CAVANAL HILL DISTRIBUTORS, INC, has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CAVANAL HILL DISTRIBUTORS, INC, are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CAVANAL HILL DISTRIBUTORS, INC,‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CAVANAL HILL DISTRIBUTORS, INC,. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CAVANAL HILL DISTRIBUTORS, INC, Comes From

Understanding the Statistics for CAVANAL HILL DISTRIBUTORS, INC, and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
One Williams Center 15th Floor, Tulsa, OK, 74172
Mailing Address
One Williams Center 15th Floor, Tulsa, OK, 74172
Firm Size
Small
Phone Number
(918) 588-6000
Established
Oklahoma since 09/25/2014
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BOK FINANCIAL CORPORATIONOWNER
GRAUER, SCOTT BRADLEYDIRECTOR1509326
HENDERSON, JAMES BRIANDIRECTOR2005482
KING, BILLY BOBCEO / PRESIDENT2764098
MAHANEY, MINDY MARGARETDIRECTOR6403627
PETRY, BRYAN NICHOLASDIRECTOR, CORP TAX8048271
QUILL, BRIAN PHILIPCHIEF COMPLIANCE OFFICER1882317
SWANSON, CRAIG MARTINCFO / FINOP6171768

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Advisor's working at CAVANAL HILL DISTRIBUTORS, INC,

BQ

Brian Philip Quill

IAR
RR
CRD#: 1882317
Location:
Tulsa, OK 74172
Company:
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Disclosures:
Experience:
35 years
View Profile
WL

William James Lamb

William Lamb
IAR
RR
CRD#: 5145968
Location:
Tulsa, OK 74172
Company:
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Disclosures:
Experience:
13 years
View Profile
ML

Michael P Lukchis

IAR
RR
CRD#: 4989618
Location:
Tulsa, OK 74172-0172
Company:
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Disclosures:
Experience:
20 years
View Profile
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