President/director · Cavanal Hill Investment Management, Inc.
Matthew C Stephani
CRD 4727319 · Named on Form ADV at one SEC-registered adviser
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 Matthew C Stephani on its Form ADV as President/director, a control person.
Firms and roles
- Cavanal Hill Investment Management, Inc.President/directorAsset manager · Tulsa, OK · $15B in regulatory assets
AtlasMembers
Matthew’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James B. HendersonDirector, Cavanal Hill Investment Management, Inc.
- Scott Bradley GrauerDirector/chairman, Cavanal Hill Investment Management, Inc.
- Bryan N. PetryTreasurer and Tax Officer, Cavanal Hill Investment Management, Inc.
- Catherine L. DunnSecretary, Cavanal Hill Investment Management, Inc.
- Ryan M. FlippoChief Compliance Officer, Cavanal Hill Investment Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.