Cavanal Hill Investment Management, Inc. is a financial advisory firm based in Tulsa, Oklahoma. It currently has approximately $9,643,156,437 of assets under management and employs about 49 people. Cavanal Hill Investment Management, Inc. uses a fee structure of and a percentage of assets under your management.

Exchange Traded Concepts, LLC is a financial advisory firm based in Oklahoma City, Oklahoma. It currently has approximately $5,687,316,000 of assets under management and employs about 9 people. Exchange Traded Concepts, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

CE Investment Management, LLC (CEIM) was founded in 2018 as part of the Cameron Enterprises group, focusing on fixed income and commercial mortgage loan investments. The firm provides customized investment advice to affiliated companies within the group and may expand to outside clients in the future. CEIM's investment strategy includes fixed income assets, liability matched investing, commercial mortgage loans, and oversight of external managers for private placements and collateralized loan obligations. As of December 31, 2024, CEIM had approximately $5.68 billion in regulatory assets under management on a discretionary basis. The firm charges asset-based fees negotiated with each client and may recommend investments with outside third-party managers without additional fees. CEIM does not charge performance-based fees and does not have conflicts related to side-by-side management. The firm may provide investment advisory services to non-affiliates in the future. CEIM's investment process integrates credit and structured products research, quantitative research, and risk management, focusing on various asset types. The firm's risk management includes considerations for market risks, interest rate risk, credit risk, liquidity risk, and other factors. CEIM has policies in place to address conflicts of interest, cybersecurity risks, and catastrophic events. The firm does not engage in soft dollar arrangements and generally does not participate in proxy voting or class actions on behalf of clients. CEIM typically has discretionary authority over client accounts and participates in corporate actions on behalf of clients unless instructed otherwise.

Capital Advisors, Inc. is a registered investment adviser founded in 1978, located in Tulsa, OK. The firm offers portfolio management services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies, and corporations. The firm's investment advisory services are provided by a Portfolio Management team, which includes an Investment Advisor Representative, an internal portfolio manager, and a client services associate. Capital Advisors also provides comprehensive financial planning services covering various financial aspects. The firm serves as the investment adviser to the Capital Advisors Growth Fund (CIAOX), a diversified open-end investment company. Capital Advisors is a fiduciary under the Investment Advisers Act of 1940, acting in the best interests of clients and avoiding conflicts of interest. The firm's fee structure includes a percentage of assets under management for investment advisory services and financial planning services. Clients are required to have a minimum account size of $500,000, which is negotiable. Capital Advisors does not receive any formal economic benefits other than normal compensation for providing investment advice. The firm does not have custody of client funds or securities, and clients receive quarterly account statements from the custodian. Capital Advisors may accept limited power of attorney to act on a discretionary basis for clients and votes proxies for securities under its discretionary authority. The firm has no financial commitments impairing its ability to meet client commitments and has not been subject to a bankruptcy proceeding.

Argonaut Private Capital, LP is an investment advisory firm based in Tulsa, Oklahoma, established in 2016. The firm specializes in managing private equity investments in the industrial and services sectors, focusing on the historically underserved "Middle America" market region. The firm manages assets for the George Kaiser family entities and sponsors private equity funds. Argonaut tailors its investment advisory activities to comply with each fund's objectives and guidelines. As of December 31, 2024, the firm had approximately $3,390 million in regulatory assets under management, with both discretionary and non-discretionary assets. For fees, Argonaut receives asset-based management fees from each fund, payable quarterly, and may receive carried interest allocations after meeting performance hurdles. The firm does not engage in soft-dollar benefits or client referral arrangements. Investment discretion is exercised for the funds, while advice to the family entities is non-discretionary. The firm's investment strategy focuses on acquiring controlling positions in middle-market buyout and growth private equity opportunities in the diversified industrials sectors. Argonaut conducts ongoing due diligence, active board participation, and fosters global relationships to create value and growth. Risk factors include concentrated portfolios, illiquid investments, and market risks. Argonaut has established a code of ethics, policies on personal trading, and proxy voting procedures to ensure ethical conduct and client protection.

Caption Management, LLC is a financial advisor firm established in February 2012, primarily owned by Jason Strasser and William Cooper. The firm provides discretionary investment advice to a private fund called the Caption Fund and separately managed accounts. The Caption Fund pays a quarterly management fee of 2.35% of each investor's capital account, deducted directly from the assets. The firm's total regulatory assets under management were $1,151,045,152 as of December 31, 2022. Clients of the firm are typically high net worth individuals, institutional investors, and qualified purchasers. The minimum investment for the Caption Fund is generally $500,000. The firm's investment strategy focuses on capital appreciation through trading U.S. common stocks and listed vanilla options, with an average holding period of 2-4 months. The firm may also invest in other securities for capital appreciation or hedging purposes. Clients should be prepared for the speculative nature of investments, as there is a high degree of risk involved. The firm does not accept economic benefits from third parties for advice rendered to clients and does not compensate non-advisory personnel for client referrals. Clients' portfolios are reviewed daily, and performance is analyzed by the firm's investment professionals. The firm has discretionary authority over client accounts, with clients generally unable to place limits on the firm's authority. The firm generally has voting discretion over client securities, with proxy voting decisions made in the best interests of each client.

Vista Investment Partners LLC, established in 2016, offers financial planning and portfolio management services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm develops a Financial Profile and Investment Plan for each client based on their financial circumstances, goals, and risk tolerance. Clients can opt for discretionary or non-discretionary portfolio management, with discretionary clients granting Vista authority to manage their investments without prior consultation. Vista may utilize Separate Account Managers to offer a variety of manager styles and investment strategies. The firm primarily invests in mutual funds, ETFs, stocks, fixed income securities, and other investments, using fundamental analysis to select investments. Vista's fee structure includes management fees based on a percentage of assets under management, with financial planning services offered at no additional fee for clients with assets over $1,000,000. The firm does not have performance-based fees and does not vote proxies for client securities. Vista does not have any disciplinary events to report and engages in best execution practices when selecting brokers. The firm may receive economic benefits from custodians Raymond James and TD Ameritrade, with fees separate from internal fees and expenses. Clients are advised to review account statements and reports provided by custodians for accuracy.

Prescott Group Capital Management, L.L.C. is an investment adviser founded in January 1999, specializing in providing investment management services primarily to pooled investment vehicles, including hedge funds. The firm also serves a charitable organization client. The firm's investment strategy focuses on researching, evaluating, and trading stocks, bonds, and options. Investment decisions are made by portfolio managers Phil Frohlich and Matt Dunham. Prescott operates as the general partner and investment adviser to its private fund clients. The firm manages $861.7 million of gross client assets on a discretionary basis as of December 31, 2025. Prescott charges clients an annual asset-based administrative service allocation of 1% and a performance-based profit allocation of 20% of investors' returns in excess of a hypothetical return based on a comparable index. The firm does not participate in certain fee-sharing arrangements and does not receive compensation for investor referrals. The minimum initial investment for the Small Cap Funds and Aggressive Mid Cap Fund is $400,000, with additional investments of $25,000. The firm does not accept new investments for the Large Cap Fund. Prescott exercises investment discretion for client accounts, except for the charitable organization client, where investments over three million dollars require approval by an outside committee. The firm follows a code of ethics to minimize conflicts of interest and has procedures in place for voting client securities. Prescott does not receive compensation from unaffiliated advisers and does not have any disciplinary history.

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.