AdFi
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CAVANAL HILL INVESTMENT MANAGEMENT, INC.

SEC Registered

Long Live Your Money.™

TULSA, OKhttps://cavanalhillim.com800-958-2942
Assets Under Management
$5B–$25B
Employees
47
Office Locations
2 offices
Total Accounts
2175

About the firm

Cavanal Hill Investment Management is led by veteran portfolio managers who take an analytical approach to investing, focusing on clients' best interests and building long-term portfolios. The firm aims to provide balance in turbulent markets and help clients create a financial legacy that carries on for generations.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing

Areas of expertise

Portfolio ManagementLong-term InvestingAnalytical InvestingCapital MarketsMarket Perspectives

Services

Portfolio management with an analytical, customized approach to investing across a variety of markets, focused on long-term portfolio building and generational wealth.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals0$0
Investment Companies1
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies1
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

N.a Bokf
OWNER
Bok Financial Corporation
OWNER
George Bruce Kaiser
OWNER
James Lee Huntzinger
DIRECTOR
James Brian Henderson
PRESIDENT/DIRECTOR
Scott Bradley Grauer
DIRECTOR/CHAIRMAN
Mark Stephen Marrone
CHIEF COMPLIANCE OFFICER

Office locations

2 offices in 2 states
OK
TULSAHQ
TX
RICHARDSON

Advisors at this firm

32 advisors in the directory

Eric Michael Aplis
Investment Adviser Representative
Investment Adviser Rep
Brandon Ray Barnes
Investment Adviser Representative
Investment Adviser Rep
Amir Hossein Behdad
Investment Adviser Representative
Dual-registered
Robert Logan Burnam
Investment Adviser Representative
Dual-registered
Catherine Lee Dunn
Investment Adviser Representative
Dual-registered
Royce Bentley Farnam III
Investment Adviser Representative
Dual-registered
Garrett Fowler
Investment Adviser Representative
Investment Adviser Rep
Ryan Joshua Friedl
Investment Adviser Representative
Investment Adviser Rep
Ryan Michael Flippo
Investment Adviser Representative
Dual-registered
Robert Emmet Gaston III
Investment Adviser Representative
Investment Adviser Rep
Keaton Spencer Hoppe
Investment Adviser Representative
Investment Adviser Rep
Billy Bob King
Investment Adviser Representative
Dual-registered
Michael Robert Kraics
Investment Adviser Representative
Dual-registered
William James Lamb
Investment Adviser Representative
Dual-registered
Michael P Lukchis
Investment Adviser Representative
Dual-registered
Michael Patrick Maurer Jr
Investment Adviser Representative
Dual-registered
Kevin Gerard McGowan
Investment Adviser Representative
Dual-registered
Leslie Jo Lukens Martin
Investment Adviser Representative
Investment Adviser Rep
Mitchell Austin McLaurin
Investment Adviser Representative
Investment Adviser Rep
Chase Chafin McLean
Investment Adviser Representative
Investment Adviser Rep
Vincent H Nguyen
Investment Adviser Representative
Investment Adviser Rep
James Thomas Nichols
Investment Adviser Representative
Dual-registered
Jerrod G Peterson
Investment Adviser Representative
Investment Adviser Rep
Brian Philip Quill
Investment Adviser Representative
Dual-registered
Michael C Schloss
Investment Adviser Representative
Dual-registered
Matthew C Stephani
Investment Adviser Representative
Investment Adviser Rep
Christopher Adron Story
Investment Adviser Representative
Dual-registered
Seth Henry Streeter
Investment Adviser Representative
Investment Adviser Rep
Thomas Wesley Verdel
Investment Adviser Representative
Investment Adviser Rep
Brandon Thomas Vowinkle
Investment Adviser Representative
Dual-registered
Bethany Grace Wilson
Investment Adviser Representative
Investment Adviser Rep
Benjamin C Wolthuizen
Investment Adviser Representative
Investment Adviser Rep

Regulatory & compliance

CRD number
#110774
SEC Number
801-60138
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAVANAL HILL INVESTMENT MANAGEMENT, INC. 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 the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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