RIA Intel›Advisers›Oklahoma›SANDMAN FINANCIAL INC.

SANDMAN FINANCIAL INC.

Advisory

TULSA, OK

Data as of Jun 11, 2026 · Source: SEC Form ADV

Average account

$185K

across 101 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients101

Team

Total Employees1

Investment Advisers1

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

101 clients

3 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.

PISMO PACIFIC FINANCIAL SERVICES, LLC

$19M

SIGNAL RESEARCH GROUP LLC

$18M

ESOTERIC WEALTH PARTNERS LLC

$18M

O'BRIEN CAPITAL ADVISORS, LLC

$20M

THE BUFFALO FINANCIAL GROUP LLC

$17M

JOHN H TAYLOR, LLC

$17M

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