Fee-OnlyFinder

Longbow Asset Management

Flat / fixed fees in Tulsa, OK

SEC registeredNo commissions reported

Call (918) 295-9929Send a messageMap ↗

Public-record details

Address
401 South Boston Avenue, Suite 100, Tulsa, OK 74103
Phone
(918) 295-9929
Listed under
Flat / fixed fees, % of assets managed
CRD number
126193
Registration
SEC registered since 2021-04-30
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$134.4 million
Accounts managed
437
Clients reported (Form ADV 5.D)
132
Individual / high-net-worth clients
105 / 27
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-31

SEC registered investment adviser, CRD 126193, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Tulsa

10elms LLP2506-B East 21st Street · Tulsa, OK 74114 · (918) 812-7998 · Financial planningCRD 323398 · % of assets, Hourly charges, Fixed fees · $120.6 million AUMSEC registeredNo commissions reportedAllegiant Wealth Advisors, LLC4200 East Skelly Drive, Suite 620 · Tulsa, OK 74135 · (918) 623-4500 · Financial planningCRD 330239 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedAmeritrust Investment Advisors INC4506 S Harvard Ave · Tulsa, OK 74135 · (918) 610-8080 · Financial planningCRD 108589 · % of assets, Hourly charges, Fixed fees · $52.4 million AUMState registeredNo commissions reportedBridgecreek Financial Group4521 E. 91st St, Suite 300 · Tulsa, OK 74137 · (918) 392-1990 · % of assets managedCRD 340683 · % of assets · $649.9 million AUMSEC registeredNo commissions reportedBurkholder Wealth Management5014 E 101st Street, Suite 200 · Tulsa, OK 74137 · (918) 727-7100 · Financial planningCRD 305300 · % of assets, Hourly charges, Fixed fees · $379.9 million AUMSEC registeredNo commissions reportedCadent Capital Advisors, LLC4525 East 91st Street · Tulsa, OK 74137 · (918) 935-3450 · Financial planningCRD 169704 · % of assets, Hourly charges, Fixed fees · $785.8 million AUMSEC registeredNo commissions reportedCathedral Square Capital1717 S. Boulder Ave, Suite 801 · Tulsa, OK 74119 · (539) 233-5160 · Financial planningCRD 319149 · % of assets, Hourly charges, Fixed fees · $86.8 million AUMState registeredNo commissions reportedChartmark Investments, INC.Utica Place Office Tower 2200 S Utica Place, Suite 525 · Tulsa, OK 74114 · (918) 477-7685 · Financial planningCRD 114812 · % of assets, Hourly charges · $87.6 million AUMState registeredNo commissions reported

All 47 in Tulsa →