RIA Intel›Advisers›Oklahoma›BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL SECURITIES, INC.

Advisory

N·TULSA, OK

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$1.1B
1-Year AUM Growth
0.0%
3-Year CAGR
-6.0%
Employees
142
Assets Under Management
Total AUM$1.1B
Discretionary AUM$520M
Non-Discretionary AUM$538M
Discretionary %49.1%
Total Clients3,179
Team
Total Employees142
Investment Advisers165
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record90
First FilingDec 18, 2000
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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