Bank Of Oklahoma Financial
$9.0M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$1.1M
$9.0M
2020
2022
Same-firm comparison: 2 firms that reported Bank Of Oklahoma Financial in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2020 is shown but partial — only FY2020: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Xxec Inc | $7.9M | $144M | 5.5% | 03/30/2023 |
| N | $1.1M | $3.1B | 0.0% | 03/29/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.