RIA Intel›Advisers›Oklahoma›C.E.C. WEALTH MANAGEMENT, LLC

C.E.C. WEALTH MANAGEMENT, LLC

Advisory

OK

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in OK
#123
of 142 advisers by AUM
Average account
$224K
across 272 accounts
AUM per adviser
$61M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$61M
Discretionary %
96.7%
Clients
95
Employees
1

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$61M
Discretionary AUM$59M
Non-Discretionary AUM$2M
Discretionary %96.7%
Total Clients95
Team
Total Employees1
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.

BAKER ASSET MANAGEMENT LLC
OKLAHOMA CITY, OK
$60M
-75.2% 1Y
VAULT WEALTH STRATEGIES, LLC
OKLAHOMA CITY, OK
$61M
STAGNER FINANCIAL ADVISORY GROUP, LLC
EDMOND, OK
$60M
PRAESIDIAN CAPITAL MANAGEMENT II, LLC
OKLAHOMA CITY, OK
$63M
-67.7% 1Y
STEP BY STEP FINANCIAL, LLC
TULSA, OK
$63M
ARROW INVESTMENT MANAGEMENT LLC
OKLAHOMA CITY, OK
$59M

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