RIA Intel›Advisers›Oklahoma›STAGNER FINANCIAL ADVISORY GROUP, LLC

STAGNER FINANCIAL ADVISORY GROUP, LLC

Advisory

EDMOND, OK

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in OK
#125
of 142 advisers by AUM
Average account
$187K
across 319 accounts
AUM per adviser
$20M
3 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$60M
Discretionary %
100%
Clients
183
Employees
4

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$60M
Discretionary AUM$60M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients183
Team
Total Employees4
Investment Advisers3
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
ARROW INVESTMENT MANAGEMENT LLC
OKLAHOMA CITY, OK
$59M
C.E.C. WEALTH MANAGEMENT, LLC
$61M
VAULT WEALTH STRATEGIES, LLC
OKLAHOMA CITY, OK
$61M
PRAESIDIAN CAPITAL MANAGEMENT II, LLC
OKLAHOMA CITY, OK
$63M
-67.7% 1Y
STEP BY STEP FINANCIAL, LLC
TULSA, OK
$63M

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