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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
84 firms manage $90B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Exchange Traded Concepts, LLCOklahoma City, OK | OK | $23B | +126% | 130 | $177M | 13 | – | – | |
| 2Cavanal Hill Investment Management, Inc.Tulsa, OK | OK | $15B | +7.1% | 3 | $5.1B | 40 | Bokf | BOK Financial Securities; Cavanal Hill Distributors, Inc; BOK Financial Securities, Inc.; Bokf, NA; Cavanal Hill Distributors, Inc, | |
| 3CE Investment Management, LLCOklahoma City, OK | OK | $5.9B | +3.9% | 0 | – | 17 | U.S. Bank; UMB Financial Services | American Fidelity Securities, Inc. | |
| 4Caption Management, LLCOklahoma City, OK | OK | $3.4B | +11% | 5 | $682M | 12 | – | – | |
| 5Knightsbridge Advisers LLCBartlesville, OK | OK | $3.3B | +9.8% | 25 | $132M | 8 | – | – |
79 more firms match this screen.
Atlas shows every row, every column and ten years of assets for each firm, with exports, saved screens and alerts when firms change.