Bokf, Na
$4.9B reported client assets across 3 advisory firms in FY2019 annual amendments
Reported client assets over time
$3.7B
$7.6B
2017
2019
Same-firm comparison: 2 firms that reported Bokf, Na in both FY2018 and FY2019 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cavanal Hill Investment Management, Inc. | $4.6B | $8.3B | 55.1% | 03/20/2020 |
| Ulrich Consulting And Investment Group, Llc | $300M | $1.6B | 18.9% | 03/25/2020 |
| Bok Financial Private Wealth, Inc. | $31.9M | $2.6B | 1.2% | 03/11/2020 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.