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Credentials
CFP®, Series 65
Experience Industry experience
6 years
Location
Clinton, OK 73601
Royal Fund Management, LLC
Multi-team
Briley Baca is a CFP® and Series 65-registered financial advisor with six years of industry experience. He is currently with Royal Fund Management, LLC, where he has worked since 2020. Prior to that, he held positions at Pioneer Telephone Coop and GR Energy Services and taught at Southwestern Oklahoma State University. Outside of advising, Baca serves as Treasurer for the Weatherford Rotary Club, managing finances for the nonprofit organization. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and manages client assets through both direct portfolio management and oversight of third-party managers.
Based on Royal Fund Management, LLC
Based on Royal Fund Management, LLC
Financial Planning fixed fees range from $250 to $10,000 or more
Under $100,000 - $100,000: 2.00% $100,000 - $1,000,000: 1.50% Above $1,000,000+: 1.25% $100,000 - $250,000: 2.00% (options strategy) $250,001 - $500,000: 1.75% (options strategy) $500,001+: 1.50% (options strategy) $0 - $100,000: 0.5% quarterly (Financial Consulting Services - held away assets) Over $100,000 - $1,000,000: 0.375% quarterly (Financial Consulting Services - held away assets) Over $1,000,000+: 0.3125% quarterly (Financial Consulting Services - held away assets) $0 - $200,000: 0.25% quarterly (Participant Account Management) Over $200,000 - $500,000: 0.20% quarterly (Participant Account Management) Over $500,000+: 0.15% quarterly (Participant Account Management)
Insurance products may pay commissions; conflicts disclosed
Financial Planning hourly fee: $250/hour
Account minimum: $100,000 for options strategy; no minimum for standard portfolio management Minimum fee: $120 per year minimum fee for Financial Consulting Services on held away assets and Participant Account Management Fee-only: Financial Planning fees: Fixed fees $250 to $10,000+; Hourly fees $250/hour
Clinton, OK
110 S. 13th Street
Clinton OK 73601
Advisors at this office
2
Oklahoma · Texas
6 years of industry experience
Royal Fund Management, LLC DBA Advanced Financial Strategies
2020 - Present • 6 years
Lady Lake, FL
Advanced Financial Strategies, Inc
2020 - Present • 6 years
Clinton, OK
Pioneer Telephone Coop
2019 - 2020 • 1 year
Kingfisher, OK
GR Energy Services
2019 - 2019 • 1 year
Weatherford, OK
Southwestern Oklahoma State University
2016 - 2019 • 3 years
Weatherford, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Clinton, OK
Dominion Capital Management, LLC
Mitchell Mcabee is a financial advisor with Dominion Capital Management, LLC, holding Series 63 and 65 licenses and over 31 years of industry experience. He has held roles at Dominion Capital Management since 2006 and was previously with H. Beck, Inc. for ten years. Mcabee is also president of McAbee & Company, PC, a CPA firm, and owns Cashflocfo LLC, a marketing business focused on technology concepts. Dominion Capital Management, LLC offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a goal- and risk-based investment approach with options strategies and sub-advisor use, and it provides ERISA pension consulting including 3(21) advisory and 3(38) investment management services.
Series 65
Weatherford, OK
West Oak Wealth
Chase Anderson is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at MidFirst Bank for four years. West Oak Wealth provides investment management, financial planning, and retirement plan consulting to individual clients and employer-sponsored plans. The firm uses a modern portfolio theory approach with mutual funds, ETFs, and passive strategies, managing accounts on a discretionary basis.
Series 65
Clinton, OK
Gibco Capital Advisors
Makena Minton is a financial advisor at GibCo Capital Advisors with two years of industry experience. She holds a Series 65 designation and has prior experience with Sun Grown Organics LLC and Reid Newspapers. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis alongside modern portfolio theory to tailor portfolio recommendations, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, options, and select digital assets.
Series 65
Clinton, OK
Gibco Capital Advisors
Dawson Willard is a financial advisor at GibCo Capital Advisors with a Series 65 designation and one year of industry experience. Prior to joining GibCo, he was a student for ten years. GibCo Capital Advisors serves individuals, corporations, and other business entities with asset management, financial planning, and retirement plan consulting. The firm customizes portfolio recommendations based on each client’s financial situation and risk tolerance, employing fundamental and technical analysis alongside modern portfolio theory, and provides ongoing portfolio supervision including rebalancing.
Series 65
Weatherford, OK
West Oak Wealth
Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.
Series 63, Series 66
Clinton, OK
Gibco Capital Advisors
Jason Giblet is a financial advisor with GibCo Capital Advisors in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1999. Outside of advising, he owns and manages a rental real estate business. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis along with modern portfolio theory to tailor investment portfolios, including limited allocations to digital assets, and offers a wrap fee program that combines advisory and execution services.
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