Wealth manager, independent · Tulsa, OK
Drawbridge Capital
Drawbridge Capital, LLC · SEC-registered investment adviser · CRD 128636 · SEC 801-115050
At a glance
Drawbridge Capital is an SEC-registered investment adviser based in Tulsa, Oklahoma, with $225 million in regulatory assets under management as of its Form ADV filed September 22, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 972 individual clients. By Form ADV it is a wealth manager, ranked 5,389th of 8,915 wealth managers and 11,657th of 17,210 SEC-registered advisers by assets.
Main office 918-493-4190drawbridge.capitalAs filed on Form ADV
- Regulatory AUM
- $225M
- Rank among wealth managers
- #5,389 of 8,915
- Rank among all SEC RIAs
- #11,657 of 17,210
- Rank in Oklahoma
- #54 of 84
- Individual clients
- 972
- High-net-worth clients
- 359
- Accounts
- 979
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Gary M. StanislawskiPresident
- Gary M. StanislawskiChief Compliance Officer
- Monty W. DossmanChief Investment Officer
Custody and brokerage
Custodian
Drawbridge Capital’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Drawbridge Capital is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed July 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Page 1 of 31 The financial advisors of Drawbridge Capital, LLC are also registered representatives with securities offered through LPL Financial, a legally unaffiliated entity and a FINRA/SIPC member broker/dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 359 | $137M | 61% |
| Individuals | 613 | $84M | 37% |
| Corporations or other businesses | 3 | $3M | 2% |
| Pension and profit sharing plans | 1 | $1M | <1% |
| Charitable organizations | 3 | $0M | <1% |
Disciplinary disclosures
Drawbridge Capital answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗drawbridge.capital ↗
AtlasMembers
The full record on Drawbridge Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 6,180 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Drawbridge Capital manage?
Drawbridge Capital reports $225 million in regulatory assets under management across 979 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 22, 2026.
What kind of firm is Drawbridge Capital?
Drawbridge Capital is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Drawbridge Capital’s clients?
By assets, its largest client types are high-net-worth individuals ($137 million, 359 clients); individuals ($84 million, 613 clients); corporations or other businesses ($3 million, 3 clients).
Does Drawbridge Capital have any disciplinary history?
Drawbridge Capital answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Drawbridge Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →