# Financial advisors in Edmond, OK

> AdvisorCensus lists 22 investment advisory firms with a principal office in Edmond, Oklahoma (part of the Oklahoma City metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Oklahoma City metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ok/oklahoma-city/edmond

## At a glance

- Investment advisory firms: 22
- Registration: SEC-registered investment adviser: 6, State-registered investment adviser: 13, Exempt reporting adviser: 3
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 5 (26%); Percentage of assets 17 (89%); Hourly charges 9 (47%); Fixed fees 10 (53%); Performance-based fees 2 (11%); Other 5 (26%); No compensation arrangements reported 3
- Regulatory assets under management (Item 5.F): Under $25 million 7 (32%); $25 million to $100 million 6 (27%); $100 million to $500 million 5 (23%); $1 billion to $5 billion 1 (5%); Not reported 3 (14%)
- Years registered: Under 5 years 13 (59%); 5 to 9 years 3 (14%); 10 to 19 years 6 (27%)

## Firms (page 1 of 1, 1 to 22 of 22, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Bison Capital Group, LLC](https://advisorcensus.com/firm/bison-capital-group-llc-edmond-ok-315170) ([md](https://advisorcensus.com/firm/bison-capital-group-llc-edmond-ok-315170.md)) | 315170 | Edmond, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [BK Hughes & Associates](https://advisorcensus.com/firm/bk-hughes-and-associates-edmond-ok-169142) ([md](https://advisorcensus.com/firm/bk-hughes-and-associates-edmond-ok-169142.md)) | 169142 | Edmond, OK | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Blessed Financial Investments, LLC](https://advisorcensus.com/firm/blessed-financial-investments-llc-edmond-ok-319670) ([md](https://advisorcensus.com/firm/blessed-financial-investments-llc-edmond-ok-319670.md)) | 319670 | Edmond, OK | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Chappelwood Financial Services](https://advisorcensus.com/firm/chappelwood-financial-services-edmond-ok-134318) ([md](https://advisorcensus.com/firm/chappelwood-financial-services-edmond-ok-134318.md)) | 134318 | Edmond, OK | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Other |
| [Conkin Financial Group, Inc.](https://advisorcensus.com/firm/conkin-financial-group-inc-edmond-ok-328254) ([md](https://advisorcensus.com/firm/conkin-financial-group-inc-edmond-ok-328254.md)) | 328254 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Cross Manhasset Capital LLC](https://advisorcensus.com/firm/cross-manhasset-capital-llc-edmond-ok-316436) ([md](https://advisorcensus.com/firm/cross-manhasset-capital-llc-edmond-ok-316436.md)) | 316436 | Edmond, OK | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Deep Fork Capital, LLC](https://advisorcensus.com/firm/deep-fork-capital-llc-edmond-ok-342976) ([md](https://advisorcensus.com/firm/deep-fork-capital-llc-edmond-ok-342976.md)) | 342976 | Edmond, OK | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Dustin Rippetoe LLC](https://advisorcensus.com/firm/dustin-rippetoe-llc-edmond-ok-341473) ([md](https://advisorcensus.com/firm/dustin-rippetoe-llc-edmond-ok-341473.md)) | 341473 | Edmond, OK | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |
| [Esoteric Wealth Partners LLC](https://advisorcensus.com/firm/esoteric-wealth-partners-llc-edmond-ok-168497) ([md](https://advisorcensus.com/firm/esoteric-wealth-partners-llc-edmond-ok-168497.md)) | 168497 | Edmond, OK | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Forge Financial](https://advisorcensus.com/firm/forge-financial-edmond-ok-306480) ([md](https://advisorcensus.com/firm/forge-financial-edmond-ok-306480.md)) | 306480 | Edmond, OK | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets |
| [Hughes Warren, Inc.](https://advisorcensus.com/firm/hughes-warren-inc-edmond-ok-145570) ([md](https://advisorcensus.com/firm/hughes-warren-inc-edmond-ok-145570.md)) | 145570 | Edmond, OK | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [JM2 Capital Inc.](https://advisorcensus.com/firm/jm2-capital-inc-edmond-ok-292351) ([md](https://advisorcensus.com/firm/jm2-capital-inc-edmond-ok-292351.md)) | 292351 | Edmond, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Main Street Investment Management](https://advisorcensus.com/firm/main-street-investment-management-edmond-ok-161452) ([md](https://advisorcensus.com/firm/main-street-investment-management-edmond-ok-161452.md)) | 161452 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Palumbo Capital Group, LLC](https://advisorcensus.com/firm/palumbo-capital-group-llc-edmond-ok-334679) ([md](https://advisorcensus.com/firm/palumbo-capital-group-llc-edmond-ok-334679.md)) | 334679 | Edmond, OK | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Rulicent](https://advisorcensus.com/firm/rulicent-edmond-ok-339865) ([md](https://advisorcensus.com/firm/rulicent-edmond-ok-339865.md)) | 339865 | Edmond, OK | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Signal Research Group LLC](https://advisorcensus.com/firm/signal-research-group-llc-edmond-ok-166392) ([md](https://advisorcensus.com/firm/signal-research-group-llc-edmond-ok-166392.md)) | 166392 | Edmond, OK | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [Soard Financial Management, LLC](https://advisorcensus.com/firm/soard-financial-management-llc-edmond-ok-156392) ([md](https://advisorcensus.com/firm/soard-financial-management-llc-edmond-ok-156392.md)) | 156392 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Other |
| [Stagner Financial Advisory](https://advisorcensus.com/firm/stagner-financial-advisory-edmond-ok-284305) ([md](https://advisorcensus.com/firm/stagner-financial-advisory-edmond-ok-284305.md)) | 284305 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Transcendent Capital Group](https://advisorcensus.com/firm/transcendent-capital-group-edmond-ok-316872) ([md](https://advisorcensus.com/firm/transcendent-capital-group-edmond-ok-316872.md)) | 316872 | Edmond, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [VOX Financial Planning](https://advisorcensus.com/firm/vox-financial-planning-edmond-ok-313203) ([md](https://advisorcensus.com/firm/vox-financial-planning-edmond-ok-313203.md)) | 313203 | Edmond, OK | State-registered investment adviser | Under $25 million | 5 | Fixed fee |
| [Womack Investment Advisers, Inc](https://advisorcensus.com/firm/womack-investment-advisers-inc-edmond-ok-118081) ([md](https://advisorcensus.com/firm/womack-investment-advisers-inc-edmond-ok-118081.md)) | 118081 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [WTO Advisors, LLC](https://advisorcensus.com/firm/wto-advisors-llc-edmond-ok-317923) ([md](https://advisorcensus.com/firm/wto-advisors-llc-edmond-ok-317923.md)) | 317923 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Edmond, OK?**
AdvisorCensus lists 22 investment advisory firms with a principal office in Edmond, Oklahoma (part of the Oklahoma City metro area), from Form ADV filings as of October 2026: 6 SEC-registered, 13 state-registered, and 3 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Edmond, OK?**
5 of the 22 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.

**How many financial advisors in Edmond, OK offer financial planning?**
14 of the 19 firms in Edmond, 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.

**Are the financial advisors in Edmond, OK fiduciaries?**
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 5 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Oklahoma](https://advisorcensus.com/advisors/ok) (https://advisorcensus.com/advisors/ok.md)
- [Financial advisors in Oklahoma City, OK](https://advisorcensus.com/advisors/ok/oklahoma-city) (https://advisorcensus.com/advisors/ok/oklahoma-city.md)
- [Fee-only financial advisors in Oklahoma City, OK](https://advisorcensus.com/advisors/ok/oklahoma-city/fee-only) (https://advisorcensus.com/advisors/ok/oklahoma-city/fee-only.md)
- [Flat-fee financial advisors in Oklahoma City, OK](https://advisorcensus.com/advisors/ok/oklahoma-city/flat-fee) (https://advisorcensus.com/advisors/ok/oklahoma-city/flat-fee.md)
- [Hourly financial advisors in Oklahoma City, OK](https://advisorcensus.com/advisors/ok/oklahoma-city/hourly) (https://advisorcensus.com/advisors/ok/oklahoma-city/hourly.md)
- [Financial advisors in Tulsa](https://advisorcensus.com/advisors/ok/tulsa) (https://advisorcensus.com/advisors/ok/tulsa.md)

Cite as: AdvisorCensus. Financial advisors in Edmond, OK: 22 firms from Form ADV filings as of October 2026.