Bricktown Capital Llc
- Regulatory AUM
- $11.7B
- Discretionary
- $11.7B
- Clients
- 28
- Avg AUM / client
- $417M
- Accounts
- 84
- Employees
- 33
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Asset allocation (SMA assets by investment type)
as of Mar 24, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | Fewer than 5 clients | $62.5M | 0.54% |
| Insurance companies | 18 | $11.6B | 99.5% |
| Corporations and other businesses | 10 | $0 | — |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Radtka, Joseph, John | Secretary | Apr 2022 (4y) | Less than 5% | |
| Ryder Campbell | Treasurer | CFA | Apr 2022 (4y) | Less than 5% |
| Waymond Eli Harris | President | CFA | Apr 2022 (4y) | Less than 5% |
| Tenzing Thomas Deck | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Aaron Thomas Wagner | Registered representative | CFA | Jun 2022 (4y) | |
| Charles Herbert Schervish | Registered representative | CFA | Jun 2022 (4y) | |
| Christopher John Ingle | Registered representative | CFA | Jun 2022 (4y) | |
| Matthew Gilbert Lauhoff | Registered representative | CFA | Jun 2022 (4y) | |
| David William Hauser | Registered representative | CFA | Jun 2022 (4y) | |
| Matthew Peter Thomason | Registered representative | Jun 2023 (3y) | ||
| Victor Abiodun Banjo | Registered representative | CFA | Jan 2025 (2y) | |
| John David Soderstrom | Registered representative | CFA | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan Mutal Insurance Company | Owner | Jan 2022 | A | 75% or more |
Undisclosed: 0% – 25% 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) | 03/24/2026 | 1.69 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
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- State Street $5.0B (43% of AUM) Mar 2026
- Comerica Bank Trust National Association $3.8B (32% of AUM) Mar 2026
- Northern Trust $2.0B (17% of AUM) Mar 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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗