# Longbow Asset Management

> Longbow Asset Management is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 126193
- Filed as: LONGBOW ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126193
- AdvisorCensus page: https://advisorcensus.com/firm/longbow-asset-management-tulsa-ok-126193

## Quick answers

**How is Longbow Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Longbow Asset Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Longbow Asset Management's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Longbow Asset Management located?**
Longbow Asset Management's principal office is in Tulsa, OK, according to its Form ADV.

**Is Longbow Asset Management registered with the SEC or a state?**
Longbow Asset Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 126193.

**How much does Longbow Asset Management manage?**
Longbow Asset Management reports $134,423,519 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (93% discretionary).

**How have Longbow Asset Management's assets and staff changed since 2021?**
In the Form ADV data for Longbow Asset Management: Regulatory assets under management: $114,482,317 in the October 2021 data and $134,423,519 in the October 2026 data, up 17%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Longbow Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105); high net worth individuals (27).

**Which custodians does Longbow Asset Management use?**
Longbow Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Longbow Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126193

**Does Longbow Asset Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum account size for opening an account with Longbow is $250,000. Our firm may waive this minimum based on circumstances including, but not limited to the total assets managed for a household, age, and the future earnings potential of a client."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% of assets a year

> Our standard fee is an annual percentage of the market value of the client account.

> The firm's standard annual fee rate is 1%. The fee is negotiable.

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The minimum account size for opening an account with Longbow is $250,000. Our firm may waive this minimum based on circumstances including, but not limited to the total assets managed for a household, age, and the future earnings potential of a client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $134,423,519
- Discretionary: $124,840,609
- Non-discretionary: $9,582,910

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $63,149,939 |
| High net worth individuals | 27 | $71,273,580 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lbamc.com
- LinkedIn @jakedollarhide
- X @themarketsblog

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $114,482,317 | 2 | April 7, 2021 |
| October 2022 | $122,190,323 | 2 | March 30, 2022 |
| October 2023 | $105,074,868 | 2 | March 31, 2023 |
| October 2024 | $120,413,671 | 2 | March 28, 2024 |
| October 2025 | $131,426,670 | 2 | March 28, 2025 |
| October 2026 | $134,423,519 | 2 | March 31, 2026 |

Regulatory assets under management: $114,482,317 in the October 2021 data and $134,423,519 in the October 2026 data, up 17%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longbow Asset Management (CRD 126193): Form ADV filing data as of October 2026.