{ "path": "/advisors/ok", "url": "https://advisorcensus.com/advisors/ok/page/4", "page_type": "state", "title": "Financial advisors in Oklahoma", "filters": {}, "scope_total": 213, "faq": [ { "q": "How many financial advisory firms are there in Oklahoma?", "a": "AdvisorCensus lists 213 investment advisory firms with a principal office in Oklahoma, from Form ADV filings as of October 2026: 84 SEC-registered, 105 state-registered, and 24 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?", "a": "62 of the 213 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 offer financial planning?", "a": "125 of the 189 firms in Oklahoma 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 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 62 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 213 investment advisory firms with a principal office in Oklahoma, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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": null, "citation": "AdvisorCensus. Financial advisors in Oklahoma: 213 firms from Form ADV filings as of October 2026.", "total_firms": 213, "page": 4, "total_pages": 5, "sort": "name", "registration_types": { "sec": 84, "state": 105, "exempt": 24 }, "fee_model_mix": [ { "code": "fee-only", "count": 62 }, { "code": "percentage_of_aum", "count": 176 }, { "code": "hourly", "count": 85 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 102 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 15 }, { "code": "other", "count": 32 }, { "code": "not_reported", "count": 24 } ], "years_registered_distribution": [ { "code": "under_5", "count": 94 }, { "code": "5_to_9", "count": 48 }, { "code": "10_to_19", "count": 39 }, { "code": "20_plus", "count": 31 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 54 }, { "code": "25m_100m", "count": 42 }, { "code": "100m_500m", "count": 46 }, { "code": "500m_1b", "count": 17 }, { "code": "1b_5b", "count": 13 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 38 } ], "firms": [ { "crd_number": 115220, "name": "Prescott Group Capital Management L.L.C.", "name_as_filed": "PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.", "url": "https://advisorcensus.com/firm/prescott-group-capital-management-l-l-c-tulsa-ok-115220", "city": "Tulsa", "state": "OK", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289371, "name": "R.J. Cloud Advisors & Company", "name_as_filed": "R.J. CLOUD ADVISORS & COMPANY", "url": "https://advisorcensus.com/firm/r-j-cloud-advisors-and-company-bixby-ok-289371", "city": "Bixby", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334158, "name": "Realm Financial Planning", "name_as_filed": "REALM FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/realm-financial-planning-tulsa-ok-334158", "city": "Tulsa", "state": "OK", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311525, "name": "Redstone Wealth Management, LLC", "name_as_filed": "REDSTONE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/redstone-wealth-management-llc-oklahoma-city-ok-311525", "city": "Oklahoma City", "state": "OK", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 150197, "name": "Regent Wealth Management, Inc.", "name_as_filed": "REGENT WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/regent-wealth-management-inc-tulsa-ok-150197", "city": "Tulsa", "state": "OK", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329961, "name": "Relation Wealth Management, Inc.", "name_as_filed": "RELATION WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/relation-wealth-management-inc-tulsa-ok-329961", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335983, "name": "Render Financial, LLC", "name_as_filed": "RENDER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/render-financial-llc-335983", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106316, "name": "Retirement Investment Advisors Inc", "name_as_filed": "RETIREMENT INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/retirement-investment-advisors-inc-oklahoma-city-ok-106316", "city": "Oklahoma City", "state": "OK", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172646, "name": "Revo Financial, LLC", "name_as_filed": "REVO FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/revo-financial-llc-bartlesville-ok-172646", "city": "Bartlesville", "state": "OK", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118588, "name": "Robert Stephen Capital Management LLC", "name_as_filed": "ROBERT STEPHEN CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/robert-stephen-capital-management-llc-tulsa-ok-118588", "city": "Tulsa", "state": "OK", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 339865, "name": "Rulicent", "name_as_filed": "RULICENT", "url": "https://advisorcensus.com/firm/rulicent-edmond-ok-339865", "city": "Edmond", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147231, "name": "Safranek and Associates, LLC", "name_as_filed": "SAFRANEK AND ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/safranek-and-associates-llc-147231", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153512, "name": "Sage Portfolio Management LLC", "name_as_filed": "SAGE PORTFOLIO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sage-portfolio-management-llc-na-ok-153512", "city": "Na", "state": "OK", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166927, "name": "Sageoak Financial, LLC", "name_as_filed": "SAGEOAK FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/sageoak-financial-llc-tulsa-ok-166927", "city": "Tulsa", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 338989, "name": "Sandman Wealth Management", "name_as_filed": "SANDMAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sandman-wealth-management-tulsa-ok-338989", "city": "Tulsa", "state": "OK", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148838, "name": "Schreier Financial, LLC", "name_as_filed": "SCHREIER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/schreier-financial-llc-oklahoma-city-ok-148838", "city": "Oklahoma City", "state": "OK", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297761, "name": "Scissortail Wealth Management, LLC", "name_as_filed": "SCISSORTAIL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/scissortail-wealth-management-llc-tulsa-ok-297761", "city": "Tulsa", "state": "OK", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334450, "name": "Serac Venture Management LLC", "name_as_filed": "SERAC VENTURE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/serac-venture-management-llc-oklahoma-city-ok-334450", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165754, "name": "Seraph Capital Associates, LLC", "name_as_filed": "SERAPH CAPITAL ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/seraph-capital-associates-llc-bartlesville-ok-165754", "city": "Bartlesville", "state": "OK", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328932, "name": "Servant Wealth Management, LLC", "name_as_filed": "SERVANT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/servant-wealth-management-llc-328932", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159367, "name": "Servo Wealth Management LLC", "name_as_filed": "SERVO WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/servo-wealth-management-llc-oklahoma-city-ok-159367", "city": "Oklahoma City", "state": "OK", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166392, "name": "Signal Research Group LLC", "name_as_filed": "SIGNAL RESEARCH GROUP LLC", "url": "https://advisorcensus.com/firm/signal-research-group-llc-edmond-ok-166392", "city": "Edmond", "state": "OK", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 156392, "name": "Soard Financial Management, LLC", "name_as_filed": "SOARD FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/soard-financial-management-llc-edmond-ok-156392", "city": "Edmond", "state": "OK", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 284305, "name": "Stagner Financial Advisory", "name_as_filed": "STAGNER FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/stagner-financial-advisory-edmond-ok-284305", "city": "Edmond", "state": "OK", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146345, "name": "Step by Step Financial, LLC", "name_as_filed": "STEP BY STEP FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/step-by-step-financial-llc-tulsa-ok-146345", "city": "Tulsa", "state": "OK", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116459, "name": "Stephen L. Smith Corporation", "name_as_filed": "STEPHEN L. SMITH CORPORATION", "url": "https://advisorcensus.com/firm/stephen-l-smith-corporation-jenks-ok-116459", "city": "Jenks", "state": "OK", "years_registered": 31, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311084, "name": "Stillwater Financial", "name_as_filed": "STILLWATER FINANCIAL", "url": "https://advisorcensus.com/firm/stillwater-financial-stillwater-ok-311084", "city": "Stillwater", "state": "OK", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156113, "name": "Stone Fox Capital Advisors, LLC", "name_as_filed": "STONE FOX CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stone-fox-capital-advisors-llc-156113", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166118, "name": "Summit Wealth Group, LLC", "name_as_filed": "SUMMIT WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118", "city": "Tulsa", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312061, "name": "Sustainable Advisors Alliance LLC", "name_as_filed": "SUSTAINABLE ADVISORS ALLIANCE LLC", "url": "https://advisorcensus.com/firm/sustainable-advisors-alliance-llc-tulsa-ok-312061", "city": "Tulsa", "state": "OK", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 115652, "name": "Sutterfield Financial Group, Inc.", "name_as_filed": "SUTTERFIELD FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/sutterfield-financial-group-inc-bartlesville-ok-115652", "city": "Bartlesville", "state": "OK", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138312, "name": "Sweeney Asset Management, LLC", "name_as_filed": "SWEENEY ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sweeney-asset-management-llc-oklahoma-city-ok-138312", "city": "Oklahoma City", "state": "OK", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 340979, "name": "TAO Private Wealth, LLC", "name_as_filed": "TAO PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/tao-private-wealth-llc-tulsa-ok-340979", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 290110, "name": "The Advisory Resource Group, LLC", "name_as_filed": "THE ADVISORY RESOURCE GROUP, LLC", "url": "https://advisorcensus.com/firm/the-advisory-resource-group-llc-tulsa-ok-290110", "city": "Tulsa", "state": "OK", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 7888, "name": "The Baker Group, LP", "name_as_filed": "THE BAKER GROUP, LP", "url": "https://advisorcensus.com/firm/the-baker-group-lp-oklahoma-city-ok-7888", "city": "Oklahoma City", "state": "OK", "years_registered": 43, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 330684, "name": "The Buffalo Financial Group LLC", "name_as_filed": "THE BUFFALO FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/the-buffalo-financial-group-llc-330684", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135059, "name": "The Legacy Financial Group, Inc.", "name_as_filed": "THE LEGACY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/the-legacy-financial-group-inc-tulsa-ok-135059", "city": "Tulsa", "state": "OK", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309650, "name": "Tines Capital, LLC", "name_as_filed": "TINES CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tines-capital-llc-tulsa-ok-309650", "city": "Tulsa", "state": "OK", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 104511, "name": "TOM Johnson Investment Management, LLC", "name_as_filed": "TOM JOHNSON INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tom-johnson-investment-management-llc-oklahoma-city-ok-104511", "city": "Oklahoma City", "state": "OK", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281128, "name": "Trac Wealth Management, Inc", "name_as_filed": "TRAC WEALTH MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/trac-wealth-management-inc-norman-ok-281128", "city": "Norman", "state": "OK", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316872, "name": "Transcendent Capital Group", "name_as_filed": "TRANSCENDENT CAPITAL GROUP", "url": "https://advisorcensus.com/firm/transcendent-capital-group-edmond-ok-316872", "city": "Edmond", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168104, "name": "Trilogy Financial Solutions", "name_as_filed": "TRILOGY FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/trilogy-financial-solutions-oklahoma-city-ok-168104", "city": "Oklahoma City", "state": "OK", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337956, "name": "Trinity Strategic Wealth", "name_as_filed": "TRINITY STRATEGIC WEALTH", "url": "https://advisorcensus.com/firm/trinity-strategic-wealth-tulsa-ok-337956", "city": "Tulsa", "state": "OK", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309294, "name": "Triton Financial Group, Inc", "name_as_filed": "TRITON FINANCIAL GROUP, INC", "url": "https://advisorcensus.com/firm/triton-financial-group-inc-oklahoma-city-ok-309294", "city": "Oklahoma City", "state": "OK", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327252, "name": "Triunity Financial Planning, LLC", "name_as_filed": "TRIUNITY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/triunity-financial-planning-llc-327252", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324448, "name": "Turrentine Financial Services LLC", "name_as_filed": "TURRENTINE FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/turrentine-financial-services-llc-stigler-ok-324448", "city": "Stigler", "state": "OK", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313473, "name": "Uisonet", "name_as_filed": "UISONET", "url": "https://advisorcensus.com/firm/uisonet-313473", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288541, "name": "Vault Wealth", "name_as_filed": "VAULT WEALTH", "url": "https://advisorcensus.com/firm/vault-wealth-oklahoma-city-ok-288541", "city": "Oklahoma City", "state": "OK", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322199, "name": "Victorum Capital Management, LLC", "name_as_filed": "VICTORUM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/victorum-capital-management-llc-oklahoma-city-ok-322199", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335602, "name": "Virentes Capital Management LLC", "name_as_filed": "VIRENTES CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/virentes-capital-management-llc-oklahoma-city-ok-335602", "city": "Oklahoma City", "state": "OK", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/ok/oklahoma-city", "name": "Oklahoma City", "msa_name": "Oklahoma City, OK", "state_code": "OK", "firm_count": 103 }, { "path": "/advisors/ok/tulsa", "name": "Tulsa", "msa_name": "Tulsa, OK", "state_code": "OK", "firm_count": 67 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ok", "label": "Financial advisors in Oklahoma" }, "fee_pages": [ { "path": "/advisors/ok/fee-only", "label": "Fee-only financial advisors in Oklahoma", "firm_count": 62 }, { "path": "/advisors/ok/flat-fee", "label": "Flat-fee financial advisors in Oklahoma", "firm_count": 102 }, { "path": "/advisors/ok/hourly", "label": "Hourly financial advisors in Oklahoma", "firm_count": 85 } ] }, "csv": "https://advisorcensus.com/advisors/ok.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" } }