Cavanal Hill Distributors, Inc,

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Tulsa, Oklahoma
CRD number
175445
Registered since
August 9, 2016

Firm profile

FINTRX

Overview

Cavanal Hill Distributors, Inc. is recorded as a corporation that registered with the SEC in 2016. FINTRX lists the owner type as a mix of a domestic entity and an individual and classifies the firm as Unclassified. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Public-facing details about the firm's core advisory activities, client segments, and fee arrangements are not included in the FINTRX entry. That limited disclosure constrains visibility into its client-facing positioning or specific service offerings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Billy King

    Billy King

    President, Chief Executive OfficerCRD 2764098

  • Craig Swanson

    CFOCRD 6171768

  • Scott Grauer

    Scott Grauer

    CEOCRD 1509326

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Contacts

3 of 10
  • Bryan Petry

    TreasurerCRD 8048271

  • Brian Quill

    Brian Quill

    Vice PresidentCRD 1882317

  • Catherine Dunn

    Catherine Dunn

    Administration ManagerCRD 2595652

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Tulsa, OK

Tulsa

Location

Tulsa, OK

Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
Tulsa
Address
1 Williams Ctr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth