{ "path": "/advisors/ok/oklahoma-city", "url": "https://advisorcensus.com/advisors/ok/oklahoma-city", "page_type": "metro", "title": "Financial advisors in Oklahoma City, OK", "filters": {}, "scope_total": 103, "faq": [ { "q": "How many financial advisory firms are there in Oklahoma City, OK?", "a": "AdvisorCensus lists 103 investment advisory firms with a principal office in the Oklahoma City metro area, from Form ADV filings as of October 2026: 37 SEC-registered, 49 state-registered, and 17 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Oklahoma City, OK?", "a": "24 of the 103 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Oklahoma City, OK offer financial planning?", "a": "52 of the 86 firms in Oklahoma City, OK that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Oklahoma City, OK fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 24 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 103 investment advisory firms with a principal office in the Oklahoma City metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Oklahoma City has 103 investment advisory firms with a principal office in the metro area as of October 2026: 37 SEC-registered, 49 state-registered, and 17 exempt reporting advisers. 24 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 47 report under $100 million in regulatory assets under management. The metro area has 571,211 households, 51,480 of them with income of $200,000 or more, or 500 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Oklahoma City, OK: 103 firms from Form ADV filings as of October 2026.", "total_firms": 103, "page": 1, "total_pages": 3, "sort": "name", "registration_types": { "sec": 37, "state": 49, "exempt": 17 }, "fee_model_mix": [ { "code": "fee-only", "count": 24 }, { "code": "percentage_of_aum", "count": 81 }, { "code": "hourly", "count": 39 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 45 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 8 }, { "code": "other", "count": 18 }, { "code": "not_reported", "count": 17 } ], "years_registered_distribution": [ { "code": "under_5", "count": 45 }, { "code": "5_to_9", "count": 23 }, { "code": "10_to_19", "count": 21 }, { "code": "20_plus", "count": 13 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 26 }, { "code": "25m_100m", "count": 21 }, { "code": "100m_500m", "count": 23 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 20 } ], "firms": [ { "crd_number": 298219, "name": "A-Team Financial Investments", "name_as_filed": "A-TEAM FINANCIAL INVESTMENTS", "url": "https://advisorcensus.com/firm/a-team-financial-investments-oklahoma-city-ok-298219", "city": "Oklahoma City", "state": "OK", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149048, "name": "Access Advisory Group LLC", "name_as_filed": "ACCESS ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/access-advisory-group-llc-oklahoma-city-ok-149048", "city": "Oklahoma City", "state": "OK", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109495, "name": "Access Financial Resources Inc.", "name_as_filed": "ACCESS FINANCIAL RESOURCES INC.", "url": "https://advisorcensus.com/firm/access-financial-resources-inc-oklahoma-city-ok-109495", "city": "Oklahoma City", "state": "OK", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164499, "name": "Acorn Capital Management", "name_as_filed": "ACORN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/acorn-capital-management-oklahoma-city-ok-164499", "city": "Oklahoma City", "state": "OK", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 309192, "name": "Adaptation Financial Advisors Inc.", "name_as_filed": "ADAPTATION FINANCIAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/adaptation-financial-advisors-inc-oklahoma-city-ok-309192", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312466, "name": "Amalfi Investments, LLC", "name_as_filed": "AMALFI INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/amalfi-investments-llc-oklahoma-city-ok-312466", "city": "Oklahoma City", "state": "OK", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299972, "name": "Arrow Investment Management LLC", "name_as_filed": "ARROW INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/arrow-investment-management-llc-oklahoma-city-ok-299972", "city": "Oklahoma City", "state": "OK", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111309, "name": "Asset Management Advisors, LLC", "name_as_filed": "ASSET MANAGEMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/asset-management-advisors-llc-oklahoma-city-ok-111309", "city": "Oklahoma City", "state": "OK", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340326, "name": "Axion Capital Markets, LLC", "name_as_filed": "AXION CAPITAL MARKETS, LLC", "url": "https://advisorcensus.com/firm/axion-capital-markets-llc-oklahoma-city-ok-340326", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324725, "name": "Baldwin Financial, LLC", "name_as_filed": "BALDWIN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/baldwin-financial-llc-oklahoma-city-ok-324725", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321651, "name": "Bertrand Investment Strategies, L.L.C.", "name_as_filed": "BERTRAND INVESTMENT STRATEGIES, L.L.C.", "url": "https://advisorcensus.com/firm/bertrand-investment-strategies-l-l-c-oklahoma-city-ok-321651", "city": "Oklahoma City", "state": "OK", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 306471, "name": "Bison Capital Advisors, LLC", "name_as_filed": "BISON CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bison-capital-advisors-llc-oklahoma-city-ok-306471", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315170, "name": "Bison Capital Group, LLC", "name_as_filed": "BISON CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/bison-capital-group-llc-edmond-ok-315170", "city": "Edmond", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 169142, "name": "BK Hughes & Associates", "name_as_filed": "BK HUGHES & ASSOCIATES", "url": "https://advisorcensus.com/firm/bk-hughes-and-associates-edmond-ok-169142", "city": "Edmond", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319670, "name": "Blessed Financial Investments, LLC", "name_as_filed": "BLESSED FINANCIAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/blessed-financial-investments-llc-edmond-ok-319670", "city": "Edmond", "state": "OK", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 306924, "name": "Buchanan Capital Management, LLC", "name_as_filed": "BUCHANAN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/buchanan-capital-management-llc-nichols-hills-ok-306924", "city": "Nichols Hills", "state": "OK", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301978, "name": "Buwick Group Wealth Management, LLC", "name_as_filed": "BUWICK GROUP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/buwick-group-wealth-management-llc-norman-ok-301978", "city": "Norman", "state": "OK", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173841, "name": "Caption Management, LLC", "name_as_filed": "CAPTION MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/caption-management-llc-oklahoma-city-ok-173841", "city": "Oklahoma City", "state": "OK", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 205512, "name": "Castlepoint Wealth Advisors", "name_as_filed": "CASTLEPOINT WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/castlepoint-wealth-advisors-oklahoma-city-ok-205512", "city": "Oklahoma City", "state": "OK", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117895, "name": "CC Investment Advisors, Inc.", "name_as_filed": "CC INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cc-investment-advisors-inc-oklahoma-city-ok-117895", "city": "Oklahoma City", "state": "OK", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299786, "name": "CE Investment Management, LLC", "name_as_filed": "CE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ce-investment-management-llc-oklahoma-city-ok-299786", "city": "Oklahoma City", "state": "OK", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134318, "name": "Chappelwood Financial Services", "name_as_filed": "CHAPPELWOOD FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/chappelwood-financial-services-edmond-ok-134318", "city": "Edmond", "state": "OK", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 324731, "name": "Cimarron Capital Associates II, LLC", "name_as_filed": "CIMARRON CAPITAL ASSOCIATES II, LLC", "url": "https://advisorcensus.com/firm/cimarron-capital-associates-ii-llc-oklahoma-city-ok-324731", "city": "Oklahoma City", "state": "OK", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109822, "name": "Comprehensive Financial Planning Inc", "name_as_filed": "COMPREHENSIVE FINANCIAL PLANNING INC", "url": "https://advisorcensus.com/firm/comprehensive-financial-planning-inc-oklahoma-city-ok-109822", "city": "Oklahoma City", "state": "OK", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328254, "name": "Conkin Financial Group, Inc.", "name_as_filed": "CONKIN FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/conkin-financial-group-inc-edmond-ok-328254", "city": "Edmond", "state": "OK", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329615, "name": "Conquer Investments, LLC", "name_as_filed": "CONQUER INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/conquer-investments-llc-oklahoma-city-ok-329615", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158457, "name": "Core Wealth Management, LLC", "name_as_filed": "CORE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/core-wealth-management-llc-oklahoma-city-ok-158457", "city": "Oklahoma City", "state": "OK", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318228, "name": "Cortado Ventures Management, LLC", "name_as_filed": "CORTADO VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cortado-ventures-management-llc-oklahoma-city-ok-318228", "city": "Oklahoma City", "state": "OK", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316436, "name": "Cross Manhasset Capital LLC", "name_as_filed": "CROSS MANHASSET CAPITAL LLC", "url": "https://advisorcensus.com/firm/cross-manhasset-capital-llc-edmond-ok-316436", "city": "Edmond", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 295970, "name": "CRP Management XI, LLC", "name_as_filed": "CRP MANAGEMENT XI, LLC", "url": "https://advisorcensus.com/firm/crp-management-xi-llc-oklahoma-city-ok-295970", "city": "Oklahoma City", "state": "OK", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 128194, "name": "D.M. Wealth Management, Inc.", "name_as_filed": "D.M. WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/d-m-wealth-management-inc-norman-ok-128194", "city": "Norman", "state": "OK", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 293138, "name": "DBM Advisors, LLC", "name_as_filed": "DBM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dbm-advisors-llc-oklahoma-city-ok-293138", "city": "Oklahoma City", "state": "OK", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342976, "name": "Deep Fork Capital, LLC", "name_as_filed": "DEEP FORK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/deep-fork-capital-llc-edmond-ok-342976", "city": "Edmond", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324743, "name": "DG Capital Management, LLC", "name_as_filed": "DG CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dg-capital-management-llc-norman-ok-324743", "city": "Norman", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341473, "name": "Dustin Rippetoe LLC", "name_as_filed": "DUSTIN RIPPETOE LLC", "url": "https://advisorcensus.com/firm/dustin-rippetoe-llc-edmond-ok-341473", "city": "Edmond", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 313684, "name": "Echo Investment Capital, LLC", "name_as_filed": "ECHO INVESTMENT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/echo-investment-capital-llc-oklahoma-city-ok-313684", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297643, "name": "Epic Wealth Management, LLC", "name_as_filed": "EPIC WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/epic-wealth-management-llc-oklahoma-city-ok-297643", "city": "Oklahoma City", "state": "OK", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168497, "name": "Esoteric Wealth Partners LLC", "name_as_filed": "ESOTERIC WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/esoteric-wealth-partners-llc-edmond-ok-168497", "city": "Edmond", "state": "OK", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 329728, "name": "Even Herd LLC", "name_as_filed": "EVEN HERD LLC", "url": "https://advisorcensus.com/firm/even-herd-llc-oklahoma-city-ok-329728", "city": "Oklahoma City", "state": "OK", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151197, "name": "Exchange Traded Concepts, LLC", "name_as_filed": "EXCHANGE TRADED CONCEPTS, LLC", "url": "https://advisorcensus.com/firm/exchange-traded-concepts-llc-oklahoma-city-ok-151197", "city": "Oklahoma City", "state": "OK", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105506, "name": "F.I.G. Financial Advisory Services, Inc.", "name_as_filed": "F.I.G. FINANCIAL ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/f-i-g-financial-advisory-services-inc-oklahoma-city-ok-105506", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338529, "name": "Flatlands Wealth LLC", "name_as_filed": "FLATLANDS WEALTH LLC", "url": "https://advisorcensus.com/firm/flatlands-wealth-llc-oklahoma-city-ok-338529", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306480, "name": "Forge Financial", "name_as_filed": "FORGE FINANCIAL", "url": "https://advisorcensus.com/firm/forge-financial-edmond-ok-306480", "city": "Edmond", "state": "OK", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313573, "name": "Fourpath Capital Management, LLC", "name_as_filed": "FOURPATH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fourpath-capital-management-llc-oklahoma-city-ok-313573", "city": "Oklahoma City", "state": "OK", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118511, "name": "G. Dewayne McAnally", "name_as_filed": "G. DEWAYNE MCANALLY", "url": "https://advisorcensus.com/firm/g-dewayne-mcanally-oklahoma-city-ok-118511", "city": "Oklahoma City", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145570, "name": "Hughes Warren, Inc.", "name_as_filed": "HUGHES WARREN, INC.", "url": "https://advisorcensus.com/firm/hughes-warren-inc-edmond-ok-145570", "city": "Edmond", "state": "OK", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309323, "name": "Humphreys Capital, LLC", "name_as_filed": "HUMPHREYS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/humphreys-capital-llc-oklahoma-city-ok-309323", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 339608, "name": "Ideal Financial Planning", "name_as_filed": "IDEAL FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/ideal-financial-planning-oklahoma-city-ok-339608", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339513, "name": "Infinity Private Wealth", "name_as_filed": "INFINITY PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/infinity-private-wealth-oklahoma-city-ok-339513", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128804, "name": "Integrated Planning Strategies, LLC", "name_as_filed": "INTEGRATED PLANNING STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/integrated-planning-strategies-llc-oklahoma-city-ok-128804", "city": "Oklahoma City", "state": "OK", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ok", "label": "Financial advisors in Oklahoma" }, "metro": { "path": "/advisors/ok/oklahoma-city", "label": "Financial advisors in Oklahoma City, OK" }, "city_pages": [ { "path": "/advisors/ok/oklahoma-city/edmond", "label": "Financial advisors in Edmond, OK", "firm_count": 22 } ], "fee_pages": [ { "path": "/advisors/ok/oklahoma-city/fee-only", "label": "Fee-only financial advisors in Oklahoma City, OK", "firm_count": 24 }, { "path": "/advisors/ok/oklahoma-city/flat-fee", "label": "Flat-fee financial advisors in Oklahoma City, OK", "firm_count": 45 }, { "path": "/advisors/ok/oklahoma-city/hourly", "label": "Hourly financial advisors in Oklahoma City, OK", "firm_count": 39 } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/ok/oklahoma-city.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 2, "sec_registered_at_start": 38, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 2 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }