RIA Intel›Advisers›Oklahoma›1522 FINANCIAL, LLC

1522 FINANCIAL, LLC

Advisory

TULSA, OK

Data as of Jul 22, 2026 · Source: SEC Form ADV

Rank in OK
#101
of 142 advisers by AUM
Average account
$804K
across 108 accounts
AUM per adviser
$87M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM
$87M
Discretionary %
100%
Clients
37
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$87M
Discretionary AUM$87M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients37
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

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SERAPH CAPITAL ASSOCIATES, LLC
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+14.2% 1Y
VALUE FUND ADVISORS, LLC
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WEALTH MANAGEMENT ADVISORS, LLC
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