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Matthew C Stephani

Investment Adviser Representative at CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Tulsa, OKCRD #4727319Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
27 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 27 states
ArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaIdahoIllinoisKansasLouisianaMarylandMassachusettsMissouriNew HampshireNew JerseyNew MexicoNorth CarolinaOhioOklahomaPennsylvaniaTexasUtahVermontVirginiaWashington

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Cavanal HILL Investment Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CAVANAL HILL INVESTMENT MANAGEMENT, INC.Current
6/12/2006Tulsa, OK
GREAT COMPANIES LLC
10/12/20017/31/2006Clearwater, FL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew C Stephani has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Matthew C Stephani - Financial Advisor in Tulsa, OK | AdvisorFinder