RIA Intel›Advisers›Oklahoma›MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.

MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.

Advisory

TULSA, OK

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

Rank in OK

#141

of 142 advisers by AUM

Average account

$238K

across 191 accounts

AUM per adviser

$23M

2 advisers

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

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$20M

Non-Discretionary AUM$26M

Discretionary %43.1%

Total Clients191

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

191 clients

23 high-net-worth

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

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