RIA Intel›Advisers›Oklahoma›FULL SAIL CAPITAL, LLC

FULL SAIL CAPITAL, LLC

Advisory

N·OKLAHOMA CITY, OK

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$2.0B

1-Year AUM Growth

+10.9%

3-Year CAGR

+6.3%

Employees

10

Assets Under Management

Total AUM$2.0B

Discretionary AUM$2.0B

Non-Discretionary AUM$24M

Discretionary %98.8%

Total Clients627

Team

Total Employees10

Investment Advisers15

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record25

First FilingNov 22, 2017

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 25 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FULL SAIL CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.