HNW client percentage for Supported firms serving clients in Oklahoma

Supported firms active in Oklahoma 94 firms

Very Low 0%-6%

Low 6%-15%

Typical 15%-20%

High 20%-30%

Very High 30%-55%

5th 20th 40th 60th 80th 95th

Median: 16%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
KQ Wealth Management LLC	—	—	—	—
Stephen L. Smith Corporation	—	—	—	—
Tines Capital, LLC	Very High 90%	27	30	$170K
Ellevate Advisors	Very Low 0%	—	12	—
10Elms LLP	Very High 51%	19	37	$2.8M
Intrepid Financial Services, LLC	Very Low 0%	—	25	—
Coronado Investment Advisors, LLC	High 26%	8	31	$490K
Lci Advisors	Very High 44%	22	50	$1.2M
Wingate Capital Advisors LLC	Very Low 0%	—	35	$69K
Chartmark Investments, Inc.	High 21%	16	76	$1M
Margo Park Financial	Typical 15%	9	61	$550K
Regent Wealth Management, Inc.	High 29%	24	83	$910K
Washington Square Capital Management LLC	Very High 43%	20	46	$2M
West Oak Wealth	Typical 15%	7	46	$500K
JM2 Capital Inc.	Very High 59%	41	70	$2.8M
Abacus Capital Advisors	Very High 52%	25	48	$2.5M
Merit Advisors, Inc.	Low 7%	7	96	$350K
Fairway Asset Management, LLC	Typical 15%	11	74	$930K
CCR Investment Advisers, LLC	Very High 32%	26	82	$590K
L&S Private Wealth, LLC	High 27%	27	101	$750K
O'Brien Capital Advisors, LLC	Low 9%	6	68	$300K
Core Wealth Management, LLC	Typical 19%	20	103	$300K
Laguna Capital Management, Inc.	High 26%	27	104	$830K
PeaceLink Financial Planning	Very Low 0%	—	71	$360K
Cathedral Square Capital	Very High 46%	17	37	$1.9M
American Family Legacy Group	High 29%	33	112	$400K
Paradigm Money Management, LLC	Very Low 0%	—	150	—
Greystone Capital Partners Group LLC	Typical 15%	24	157	$370K
Bane O'Leary LLC	Low 14%	24	166	$510K
Wealth Oklahoma	Typical 17%	29	166	$1.6M
Odingard Capital Management	Very High 56%	24	43	$670K
DBA Upal or United Professionals Assoc. Ltd.	Very High 30%	30	84	$950K
NetAdvizor Wealth LLC	Very Low 4%	5	133	$240K
Sterling Investment Management, LLC	Very High 53%	74	139	$2.5M
Epic Wealth Management, LLC	High 26%	38	148	$800K
Asset Management Advisors, LLC	Very High 40%	40	99	$2.2M
Everwealth	Very High 39%	40	102	$800K
Wilshire-Pennington Group, Inc.	Very High 82%	84	103	$510K
R.J. Cloud Advisors & Company	Very High 31%	49	159	$1.1M
ChappelWood Financial Services	Low 11%	18	166	$680K
Wealth Management Solutions	High 24%	40	168	$630K
Perennial Wealth Advisors, LLC	Low 12%	20	169	$470K
Womack Investment Advisers, Inc	Typical 16%	27	171	$520K
Robert Stephen Capital Management LLC	Low 14%	25	175	$1.1M
Stagner Financial Advisory	Typical 16%	30	183	$330K
Jarrod Adams Investing, LLC	Low 13%	17	129	$650K
D.M. Wealth Management, Inc.	Very Low 0%	—	195	$240K
Archambo Financial Advisors, Inc.	High 25%	50	197	$830K
SageOak Financial, LLC	Typical 19%	51	263	$650K
Longbow Asset Management	High 20%	27	132	$1M
L & M Wealth Management and Retirement Solutions, LLC	Typical 15%	20	136	$490K
Investment Strategies, LLC	Very Low 5%	7	137	$49K
SilverOak Investments, LLC	Low 10%	14	142	$450K
Stronghold Wealth Management L.L.C.	Very High 31%	44	143	$1.2M
Personal Money Planning, LLC	Low 13%	28	217	$580K
Bison Capital Advisors, LLC	Very High 100%	145	145	$1.7M
Buwick Group Wealth Management, LLC	Very Low 0%	—	146	$170K
First Investment Corporation	Low 13%	28	221	$300K
Beacon Light Wealth Management	Low 7%	10	151	$260K
Compass Capital Management, LLC	Typical 17%	39	231	$490K
Lafargue Financial Group, Inc.	Very Low 0%	—	159	$67K
F.I.G. Financial Advisory Services, Inc.	High 23%	55	242	$670K
Liberty Asset Management, Inc.	Typical 16%	39	243	$710K
Access Financial Group, LLC	Very Low 4%	6	163	$240K
Revo Financial, LLC	High 20%	34	166	$820K
Core Partners	Very Low 4%	10	254	$180K
Elevation Wealth Partners, LLC	Very Low 0%	—	171	$310K
Perspective Advisors, LLC	Very Low 3%	6	172	$190K
Applewhite & Buys Financial Advisors	Very High 30%	55	185	$830K
Perissos Private Wealth Management	High 20%	38	190	$750K
Olistico Wealth, LLC	Very High 53%	203	386	$670K
Styre Wealth	Very High 35%	67	194	$1.1M
Meliora Capital	Very High 38%	38	101	$1.7M
LIG Capital Management, LLC	Typical 16%	65	406	$520K
Coachwise Financial Solutions, Inc.	Low 12%	26	217	$250K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Mitchell & Pahl Private Wealth	Very High 40%	89	225	$2M
Leap Wealth Management	Very High 35%	128	363	$840K
Triton Financial Group, Inc	High 20%	48	246	$740K
Soard Financial Management, LLC	Very Low 5%	13	249	$290K
Bertrand Investment Strategies, L.L.C.	Very Low 0%	—	250	—
Main Street Investment Management	Typical 15%	39	260	$240K
G. Dewayne Mcanally	Typical 15%	58	399	$410K
Summit Wealth Group, LLC	High 20%	56	282	$650K
Gibco Capital Advisors	High 21%	59	285	$290K
Redstone Wealth Management, LLC	Low 7%	40	590	$320K
Burrus	High 25%	79	322	$750K
FMI	Low 12%	80	690	$340K
Windle Wealth	Typical 18%	69	388	$550K
Compass Coaching and Consulting, LLC	Very Low 0%	—	201	—
A-Team Financial Investments	Very Low 5%	20	422	$92K
Adaptation Financial Advisors Inc.	Low 8%	53	690	$340K
Guardian Financial, Inc.	Very Low 4%	11	248	$310K
McGuire Capital Advisors, Inc.	Very Low 2%	32	1,372	$150K
Hughes Warren, Inc.	Low 6%	47	808	$270K
Yeisley Wealth Solutions, Inc.	Very Low 1%	4	425	$170K

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