Cavanal Hill Investment Management, Inc.

Overview

Cavanal Hill Investment Management, Inc. is an SEC registered investment adviser based in Tulsa, OK, registered since 2001. It reports $15.2B in assets under management across 2,175 accounts, with 47 employees. It has 29 investment adviser representatives.

Reported AUM

$15.2B

Discretionary

100%

Accounts

2,175

Average account

$7M

Employees

47

Advisory reps

29

Registered since

2001

Jurisdictions

52

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Investment Companies
• Other Investment Advisors

Fee structure

Percentage of Assets

Executive officers 3 of 6

• Matthew C Stephani President, Director CRD 4727319
• Scott Bradley Grauer Director, Chairman CRD 1509326
• Ryan Michael Flippo Chief Compliance Officer CRD 5711110

3 more executive officers, with direct contact details

Advisory reps 3 of 29

• Brandon Ray Barnes Investment Adviser Rep CRD 5981269
• Amir Hossein Behdad Investment Adviser Rep CRD 7807035
• Robert Logan Burnam Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4393184

26 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 Williams Ctr Fl 15
Tulsa, OK 74172

County

Tulsa

Metro area

Tulsa, OK

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: cavanalhill.com

Every state, with registration dates

Similar firms near Tulsa

• Argonaut Private Capital, LPTulsa, OK$3B AUM
• Trinity Strategic WealthTulsa, OK$1.5B AUM
• Gibraltar Capital Management, Inc.Tulsa, OK$1.3B AUM
• Prescott Group Capital Management L.L.C.Tulsa, OK$1.3B AUM
• Allegiant Wealth Advisors, LLCTulsa, OK$1.2B AUM