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CAVANAL HILL INVESTMENT MANAGEMENT, INC.
CRD 110774File 801-60138
APPROVED
Custody
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.23B
Top 10% of cohort (national)
Discretionary AUM
$15.23B
Non-discretionary $4.2M
Clients
3
2,175 accounts
Employees
47
Top 10% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 19, 2001
- Principal office
- ONE WILLIAMS CENTER, 15TH FLOOR, TULSA, OK, 74172-0172
- Phone
- 800-958-2942
- Website
- HTTPS://CAVANALHILL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.23B
- Discretionary AUM
- $15.23B
- Non-discretionary AUM
- $4.2M
- Discretionary accounts
- 2,174
- Non-discretionary accounts
- 1
- Total accounts
- 2,175
- AUM per client
- $5.08B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $5.94B |
| Other investment advisers | Fewer than 5 | $7.3M |
| Banking or thrift institutions | Fewer than 5 | $9.29B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.