AUMdb

Drawbridge Capital, Llc

SEC-registered Insurance-Affiliated · Small ($100M–$1B) CRD 128636 · SEC file 801-115050 · Tulsa, OK · www.drawbridge.capital
☆ Save with Pro ADV data as of Jul 01, 2026
Regulatory AUM
$225M
Discretionary
$225M
Clients
979
Avg AUM / client
$229K
Accounts
979
Employees
10

AUM over time

$111M $225M
Mar 21, 2019 Jul 1, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 613 $83.6M 37.2%
High net worth individuals 359 $137M 60.8%
Pension and profit sharing plans 1 $612K 0.27%
Charitable organizations 3 $357K 0.16%
Corporations and other businesses 3 $3.4M 1.5%

People (7)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Gary Michael Stanislawski President CFP Feb 1996 (31y) 75% or more
Monty Wayne Dossman Chief Investment Officer Jan 2023 (4y) Less than 5%
William Andrew Riedel Registered representative Dec 2020 (6y)
Tierney Jolyn Gorham Registered representative Mar 2022 (4y)
Scott Frederick Dittmer Registered representative Dec 2023 (3y)
Carter Coleman Wright Registered representative Mar 2026 (0y)
Mitchell K Robinson Registered representative Jun 2026 (0y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/01/2026 997 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.

View current Form ADV (SEC/IAPD) ↗