CAVANAL HILL INVESTMENT MANAGEMENT, INC.
  • CAVANAL HILL INVESTMENT MANAGEMENT, INC.
  • AXIA INVESTMENT MANAGEMENT, INC.
  • INVESTMENT CONCEPTS, INC.
  • BOK INVESTMENT ADVISERS, INC.
  • AXIA INVESTMENT MANAGMENT, INC.

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Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 04/19/2001
ADV Location TULSA, OK, United States
Contact Info 800 xxxxxxx
Websites
AUM* 15,233,547,787 32%
of that, discretionary 15,229,339,102 32%
Number of Employees 47 -6%
of those in investment advisory functions 40 5%
Private Fund GAV* 0
Avg Account Size 7,003,930 37%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Banking or thrift institutions
- Investment companies
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

15B 13B 11B 9B 7B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ERNST & YOUNG LLP Filing Date08/28/2025 Form ADV-E View Report
Accounting Firm Name ERNST & YOUNG LLP Filing Date12/18/2024 Form ADV-E View Report
Accounting Firm Name ERNST & YOUNG LLP Filing Date08/25/2023 Form ADV-E View Report

Brochure Summary