Wealth Manager
    SEC Registered
    Manages Private Funds

    Bok Financial Advisors

    Registered investment advisor · Tulsa, Oklahoma · CRD #17530

    Assets Under Management
    $1.1B
    Client Accounts
    3,330
    Employees
    165
    CRD Number
    17530
    Registration
    SEC Registered
    Custodian
    Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bok Financial Advisors

    BOK Financial Advisors offers personalized investment strategies and comprehensive financial services nationwide. Licensed in all 50 states, they provide tailored advice and investment solutions. They are part of BOK Financial, a regional financial services company.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bok Financial Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Bok Financial Advisors's AUM?

    Bok Financial Advisors reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bok Financial Advisors headquartered?

    Bok Financial Advisors is headquartered in Tulsa, Oklahoma.

    What is Bok Financial Advisors's CRD number?

    Bok Financial Advisors's CRD number is 17530. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bok Financial Advisors manage?

    Bok Financial Advisors manages approximately 3,330 client accounts according to its latest SEC filing.

    Is Bok Financial Advisors SEC registered?

    Yes, Bok Financial Advisors is registered with the SEC as an investment adviser with an approved registration status.

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