RIA Intel›Advisers›Oklahoma›BALDWIN FINANCIAL, LLC

BALDWIN FINANCIAL, LLC

Advisory

OKLAHOMA CITY, OK

Data as of May 15, 2026 · Source: SEC Form ADV

Average account

$233K

across 71 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed May 15, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$13M

Non-Discretionary AUM$3M

Discretionary %79.8%

Total Clients38

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

38 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OK

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

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$17M

GIBBENS CAPITAL MANAGEMENT LLC

$16M

CC INVESTMENT ADVISORS, INC.

OKLAHOMA CITY, OK

$15M

ESOTERIC WEALTH PARTNERS LLC

EDMOND, OK

$18M

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