AdvisorCensus / Financial advisors / Oklahoma / Oklahoma City, OK / New firms

New investment advisory firms in Oklahoma City, OK

4 investment advisory firms in Oklahoma City, OK first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Oklahoma City, OK · Atom feed · How this list is built

May 2026 (1)

Firm	Location	Registration
Chappelwood Financial Services	Edmond, OK	SEC-registered investment adviser

April 2026 (1)

Firm	Location	Registration
Nivale Capital Management	Oklahoma City, OK	Exempt reporting adviser

February 2026 (1)

Firm	Location	Registration
L&S Private Wealth, LLC	Oklahoma City, OK	SEC-registered investment adviser

December 2025 (1)

Firm	Location	Registration
CRP Management XI, LLC	Oklahoma City, OK	Exempt reporting adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Oklahoma City, OK. https://advisorcensus.com/advisors/ok/oklahoma-city/new-firms
https://advisorcensus.com/advisors/ok/oklahoma-city/new-firms