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firm profile

Ce Investment Management, LLC

RIA Oklahoma City, OK CRD 299786 Last verified October 2026

Overview

Ce Investment Management, LLC is an SEC registered investment adviser based in Oklahoma City, OK, registered since 2019. It reports $5.9B in assets under management across 6 accounts, with 17 employees.

Reported AUM
$5.9B
Discretionary
100%
Accounts
6
Employees
17
Registered since
2019
Jurisdictions
2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Fee structure
Percentage of Assets

Executive officers 3 of 3

  • John Edward Robison Vice President, Chief Investment Officer, Board of Managers CRD 7179323
  • Jonathan David Lee Chief Compliance Officer CRD 6824424
  • John Kevin Cassil Board of Managers CRD 7358295

Location

Headquarters
9000 Cameron Pkwy Fl 11
Oklahoma City, OK 73114
County
Oklahoma
Metro area
Oklahoma City, OK
Region
South

Registrations

  • SEC registered
  • Registered in 2 jurisdictions

Every state, with registration dates

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