RIA Intel›Advisers›Oklahoma›SERAPH CAPITAL ASSOCIATES, LLC

SERAPH CAPITAL ASSOCIATES, LLC

Advisory

N·BARTLESVILLE, OK

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

Total AUM
$90M
1-Year AUM Growth
+14.2%
3-Year CAGR
+9.0%
Employees
1
Assets Under Management
Total AUM$90M
Discretionary AUM$90M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients332
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingMar 21, 2018
Latest FilingJul 31, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 8+ years
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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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