AUMdb

Cimarron Capital Associates Ii, Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 324731 · Oklahoma City, OK · www.cimarron.vc
☆ Save with Pro ADV data as of Jun 22, 2026
Regulatory AUM
$54.4M
Discretionary
$0
Clients
5
Avg AUM / client
$10.9M
Accounts
5
Employees
4

Who they serve

Client typeClientsAUM% of AUM
Other 5 $54.4M 100.0%

People (4)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Robert Gray Heard Registered representative Nov 2023 (3y)
James Burleson Hallmark Registered representative May 2025 (1y)
Adrian Ocegueda Registered representative CFA Jun 2025 (1y)
Kris Odell Carter Registered representative Jun 2026 (0y)

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) 06/22/2026 1.15 MB View · PDF · Source ↗

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

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for businesses/institutional clients

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: Jun 22, 2026.

View current Form ADV (SEC/IAPD) ↗