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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 50 | 47 | decreased by3 |
| Apr 1, 2026 | AUM | $14,223,562,597 | $15,233,547,787 | increased by$1,009,985,190 |
| Apr 1, 2026 | Accounts | 2,326 | 2,175 | decreased by151 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 41 | 50 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,119,597,584 | $14,223,562,597 | increased by$4,103,965,013 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,056 | 2,326 | increased by270 |
| Apr 1, 2022 | Employees | 40 | 41 | increased by1 |
| Apr 1, 2022 | Clients | 1 | 2 | increased by1 |
| Apr 1, 2022 | AUM | $8,870,987,140 | $10,119,597,584 | increased by$1,248,610,444 |
| Apr 1, 2022 | Accounts | 1,767 | 2,056 | increased by289 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAVANAL HILL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAVANAL HILL” may also match similarly-named firms). Confirm identity against each filing.
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.