CASTLEPOINT WEALTH ADVISORS is a Oklahoma City, Oklahoma based financial advisory firm with nearly $605,040,407 in assets under management and provides investment advisory services for 1009 clients. There are currently 10 financial advisors at the firm.
General Information |
| Firm CRD#: | 205512 | |
| SEC#: | 801-96254 | |
| Assets under Management: | $605,040,407 | |
| No. of Clients: | 1009 | |
| No. of Advisors: | 10 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Other (TAX PREPARATION SERVICES) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BOK FINANCIAL ADVISORS | 17530 | 801-53600 | 3101 | 165 | $737,556,409 |
| THE ADVISORY RESOURCE GROUP, LLC | 290110 | 801-111999 | 2310 | 14 | $715,501,519 |
| MELIA WEALTH LLC | 145402 | 801-110485 | 2225 | 4 | $455,681,209 |
| SCISSORTAIL WEALTH MANAGEMENT, LLC | 297761 | 801-114094 | 2100 | 10 | $488,486,732 |
| THE LEGACY FINANCIAL GROUP, INC. | 135059 | 801-64293 | 1608 | 9 | $513,560,986 |
| VISTA INVESTMENT PARTNERS LLC | 286014 | 801-108779 | 1601 | 9 | $541,021,596 |
| CADENT CAPITAL ADVISORS, LLC | 169704 | 801-78860 | 1315 | 12 | $651,008,144 |
| WARBURTON CAPITAL MANAGEMENT, LLC | 141969 | 801-78149 | 1226 | 7 | $701,084,221 |
| CASTLEPOINT WEALTH ADVISORS | 205512 | 801-96254 | 1009 | 10 | $605,040,407 |
| EVERPAR ADVISORS LLC | 326468 | 801-128638 | 816 | 8 | $488,511,578 |
| JACKSON HOLE CAPITAL PARTNERS, LLC | 285978 | 801-113252 | 498 | 5 | $862,109,541 |
| GIBRALTAR CAPITAL MANAGEMENT, INC. | 122328 | 801-66289 | 376 | 22 | $750,855,822 |
| INVESTRUST CONSULTING, LLC | 108037 | 801-55942 | 11 | 9 | $562,737,100 |
| ACORN CAPITAL MANAGEMENT | 164499 | 801-110106 | 9 | 16 | $574,127,168 |
| PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. | 115220 | 801-60650 | 5 | 6 | $825,985,024 |