Bok Financial Corporation
$828M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$300M
$828M
2019
2025
Same-firm comparison: 2 firms that reported Bok Financial Corporation in both FY2024 and FY2025 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. 2019 is shown but partial — only FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ulrich Consulting And Investment Group, Llc | $694M | $3.6B | 19.2% | 01/30/2026 |
| Three Peaks Capital Management, Llc | $134M | $223M | 60.1% | 03/31/2026 |
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.