Cimarron Wealth Management, Inc.
- Regulatory AUM
- $327M
- Discretionary
- $308M
- Clients
- 572
- Avg AUM / client
- $572K
- Accounts
- 574
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 478 | $134M | 41.0% |
| High net worth individuals | 74 | $170M | 51.8% |
| Pension and profit sharing plans | 10 | $19.8M | 6.05% |
| Charitable organizations | Fewer than 5 clients | $2.1M | 0.65% |
| Corporations and other businesses | 10 | $1.6M | 0.5% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Betty Jo Tomlinson | Vice President | Jun 2019 (7y) | 10% – 25% | |
| Kevin Scott Sanderford | President | Jun 2019 (7y) | 50% – 75% | |
| Michael Jonathan Murphy | Investment Adviser Representative | CFP | Jul 2019 (7y) | 5% – 10% |
| Kyle Anthony Kyburz | Investment Adviser Representative | CFP | Apr 2020 (6y) | 5% – 10% |
| Ashley Noelle Dejulio | Chief Compliance Officer | Aug 2020 (6y) | 5% – 10% | |
| Lincoln Whitney Anderson | Investment Adviser Representative | Sep 2020 (6y) | 5% – 10% | |
| Todd Heasty | Registered representative | CFP | Aug 2022 (4y) | |
| Adlai Joseph Mcmahon | Registered representative | May 2025 (1y) | ||
| Richard Lee Fangen | Registered representative | Chartered Financial Consultant | Jul 2025 (1y) | |
| Brian Keith Dow | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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) | 05/13/2026 | 1.02 MB | 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
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $308M (94% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗