Treasurer and Tax Officer · Cavanal Hill Investment Management, Inc.
Bryan N. Petry
CRD 8048271 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Cavanal Hill Investment Management, Inc., an SEC-registered asset manager based in Tulsa, OK with $15.2 billion in regulatory assets, lists Bryan N. Petry on its Form ADV as Treasurer and Tax Officer, a control person. The SEC filings also name Bryan at 1 other registered adviser.
Firms and roles
- Cavanal Hill Investment Management, Inc.Treasurer and Tax OfficerAsset manager · Tulsa, OK · $15B in regulatory assets
- BOK Financial Private Wealth, Inc.Treasurer and Tax OfficerWealth manager · Denver, CO · $3.7B in regulatory assets
AtlasMembers
Bryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- James B. HendersonDirector, Cavanal Hill Investment Management, Inc.
- Scott Bradley GrauerDirector/chairman, Cavanal Hill Investment Management, Inc.
- Matthew C StephaniPresident/director, Cavanal Hill Investment Management, Inc.
- Catherine L. DunnSecretary, Cavanal Hill Investment Management, Inc.
- Ryan M. FlippoChief Compliance Officer, Cavanal Hill Investment Management, Inc.
4 more people named with Bryan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.