President / Chief Executive Officer · Sutterfield Financial Group, Inc.
Trevor S. Sutterfield
CRD 2236383 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Sutterfield Financial Group, Inc., an SEC-registered wealth manager based in Bartlesville, OK with $274 million in regulatory assets, lists Trevor S. Sutterfield on its Form ADV as President / Chief Executive Officer, a control person. The SEC filings also name Trevor at 1 other registered adviser.
Firms and roles
- Sutterfield Financial Group, Inc.President / Chief Executive OfficerWealth manager · Bartlesville, OK · $274M in regulatory assets
- Seraph Capital Associates, LLCChief Executive OfficerAsset manager · Bartlesville, OK · $90M in regulatory assets
AtlasMembers
Trevor’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
- Zachary HydenChief Compliance Officer / General Counsel, Sutterfield Financial Group, Inc.
- Michelle L. SutterfieldChief Financial Officer, Sutterfield Financial Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Trevor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.