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UTICA PHYSICIANS' ASSOCIATION, LTD.

Advisory

TULSA, OK

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in OK

#108

of 142 advisers by AUM

Average account

$602K

across 132 accounts

AUM per adviser

$40M

2 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$79M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$79M

Discretionary AUM$0

Non-Discretionary AUM$79M

Discretionary %0%

Total Clients84

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndApril

Operates InOK

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

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

84 clients

30 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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