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.

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.

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.

Warburton Capital Management, LLC, established in 2006, is a registered investment advisor specializing in personalized investment advisory services, asset management, and financial planning. The firm, led by majority owner Thomas K. Warburton, operates under the U.S. Securities and Exchange Commission since 2013. As fiduciaries, they are committed to acting in clients' best interests, providing services such as continuous asset management and financial planning, including pension plan consulting. Clients' assets, totaling $701.1 million as of January 30, 2025, are managed on a discretionary basis, with fees ranging from 0.30% to 1.25% based on the account value. The firm primarily recommends mutual funds and ETFs, following a passive investment methodology. Clients have the ability to impose restrictions on their accounts, and the firm reviews managed accounts quarterly. Warburton Capital Management has a business continuity plan in place and maintains a strict customer privacy policy, safeguarding client information and only sharing it as permitted by law.

Melia Wealth LLC, established in 2009, specializes in providing investment supervisory services, including asset management services. The firm offers discretionary direct asset management services tailored to individual client investment goals, time horizons, objectives, and risk tolerance. Clients authorize Melia Wealth to execute selected investment program transactions based on the agreed-upon Investment Advisory Agreement. As of March 31, 2025, the firm manages approximately $509,547,471 of client assets on a discretionary basis. Melia Wealth charges a monthly management fee of 0.0833% of the "Ending Value" reported on the CHARLES SCHWAB & CO., INC. Monthly Account Statement. Clients must consent to the direct debiting of management fees from their accounts, which are reflected on custodial account statements. The firm primarily serves individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. Melia Wealth requires a minimum account size of $100,000, which may be waived at the firm's discretion. The investment strategy is based on client objectives and may include fundamental, technical, and cyclical analysis. Risks involved in investing are disclosed, including interest-rate risk, market risk, inflation risk, currency risk, reinvestment risk, business risk, liquidity risk, and financial risk. Melia Wealth does not receive external compensation for the sale of securities to clients and does not engage in performance-based fees. The firm's employees adhere to a Code of Ethics and do not recommend securities in which they have a material financial interest. Clients receive written account statements quarterly, and the firm does not vote proxies on securities. Melia Wealth does not have any financial conditions impairing its ability to meet client commitments or bankruptcy petitions in the past ten years.

EverPar Advisors LLC is a financial advisor firm established in 2023, located in Tulsa, OK. The firm specializes in providing a wide array of investment advisory services to individuals and various client types. EverPar Advisors LLC is owned by EverPar Holdings LLC, with key owners being Timothy Koski, Michael Christian, Craig Silberg, David Ellis, and Courtney Hoffman. As a fiduciary, the firm is committed to acting in the best interest of clients, offering services such as Asset Management, Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. Clients can expect a minimum initial investment of $1,000,000 for Comprehensive Portfolio Management services. The firm's fee structure includes an annual fee not exceeding 1.99% for Asset Management and Comprehensive Portfolio Management services. EverPar Advisors LLC utilizes the sub-advisory services of third-party investment advisory firms to aid in implementing investment portfolios. The firm does not charge performance-based fees and does not engage in directed brokerage. Investment strategies employed by the firm include Asset Allocation, Fixed Income, Long-Term Purchases, Margin Transactions, Options, and Short-Term Purchases. EverPar Advisors LLC conducts annual reviews of client accounts for Asset Management, Comprehensive Portfolio Management, and Third Party Money Management clients. The firm does not accept proxy authority to vote client securities. Additionally, EverPar Advisors LLC does not provide financial information in the brochure due to specific criteria not being met. For more detailed information, clients are encouraged to contact the firm directly.

Bok Financial Advisors is a financial advisory firm based in Tulsa, Oklahoma. It currently has approximately $401,506,245 of assets under management and employs about 155 people. Bok Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.