Jackson Hole Capital Partners, LLC

Jackson Hole Capital Partners, LLC is a registered investment advisor based in Tulsa, OK, established in 2016. The firm offers investment advisory and management services to individual and institutional clients, including individuals, families, institutions, corporations, and private funds. Services include asset management, financial planning, and investment selection tailored to each client's specific needs. The firm manages client portfolios on a discretionary and non-discretionary basis, with a minimum investment amount of $2 million, which may be waived at the firm's discretion. Fees are based on a percentage of assets under management, ranging from 0.25% to 1.00%. The firm does not participate in wrap fee programs and charges fixed consulting fees. Jackson Hole Capital Partners follows a variety of investment strategies, including core equity, dividend, global opportunities, fixed income, master limited partnerships, options, and passive investment strategies. The firm also manages private investment funds, investing in various alternative strategies. Clients' assets are held at independent custodians, and the firm provides regular account reviews and reporting. Jackson Hole Capital Partners acts as a fiduciary, voting proxies on behalf of clients and maintaining a Code of Ethics to ensure client interests are prioritized. The firm does not receive compensation from other investment advisors and does not engage in soft dollar arrangements. Clients can request documentation on how specific proxies were voted on their behalf. The firm does not require prepayment of fees exceeding $1,200 per client.