Scissortail Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 297761
· SEC file 801-114094
· Tulsa, OK
· www.scissortailwealth.com
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ADV data as of Apr 30, 2026
- Regulatory AUM
- $568M
- Discretionary
- $529M
- Clients
- 485
- Avg AUM / client
- $1.2M
- Accounts
- 2,566
- Employees
- 13
AUM over time
$0
$588M
Sep 2018
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 403 | $209M | 36.8% |
| High net worth individuals | 72 | $340M | 59.9% |
| Banking or thrift institutions | 1 | $3.6M | 0.63% |
| Pension and profit sharing plans | 2 | $896K | 0.16% |
| Insurance companies | 0 | $3.0M | 0.52% |
| Corporations and other businesses | 5 | $6.7M | 1.19% |
| Other | 2 | $4.7M | 0.83% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard L. Howard | Founder, Senior Partner, Managing Member | Nov 2018 (8y) | 50% – 75% | |
| Todd Charles Welsh | Founder, Senior Partner, Managing Member | CFP | Nov 2018 (8y) | 50% – 75% |
| Meiksins, Ian, Disbrow | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Brian Talkington | Registered representative | Jan 2023 (4y) | ||
| Kevin Criss | Registered representative | Jan 2023 (4y) | ||
| Scott Robert Allen | Registered representative | Nov 2023 (3y) | ||
| Summer N Caudle | Registered representative | Jan 2025 (2y) | ||
| Christopher Langlon Bogie | Registered representative | Sep 2025 (1y) | ||
| Lisa Nicole Allem | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Raymond James $588M (103% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗