Oklahoma City, OK Office

Team
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B.B. Graham & Company, Inc.

Team

Firm-wide stats for B.B. Graham & Company, Inc.

Total advisors

28

Across 17 offices

Clients per advisor

15 Very Low

Avg AUM per client

$753,280 Low

HNW client ratio

24% Low

About

B.B. Graham & Co. provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, corporations and small businesses. The firm manages approximately $322 million for several hundred clients and offers asset management (both discretionary and non‑discretionary), comprehensive and limited financial planning, employer‑sponsored retirement plan consulting, and access to third‑party portfolio and wrap/TAMP programs.

Advisory services are delivered through consultations with investment advisor representatives who employ a mix of fundamental and technical analysis and may implement long‑ or short‑term strategies across equities, fixed income, and ETFs; accounts are generally reviewed at least quarterly and monitored more frequently as market conditions dictate. The firm both directly manages assets and delegates to third‑party money managers or sub‑advisers and reports a significant portion of assets as non‑discretionary, meaning many clients retain trading authority over their accounts.

Several features distinguish the firm from many peers: BBG also operates as a FINRA‑member broker‑dealer and some management personnel are licensed insurance agents, and advisory clients are generally required to use the firm’s brokerage relationships, which can introduce potential conflicts of interest. The firm’s disclosure history includes past state and SRO regulatory actions and multiple customer arbitration settlements in recent years; these matters are disclosed in the brochure and may be relevant to prospective clients conducting due diligence.

Based on B.B. Graham & Company, Inc.

Expertise

Retirement plans for business owners (SEP, solo 401k)

Based on B.B. Graham & Company, Inc.

Occupation focus

Founder/Business Owner

Based on B.B. Graham & Company, Inc.

Location

1900 NW Expressway, Suite 1450

Oklahoma City OK 73118

Advisors at this office

4

Advisors at this office

user avatar

Kimberly V

Series 66

Oklahoma City, OK

B.B. Graham & Company, Inc.

Kimberly Vaughn is a financial advisor at B.B. Graham & Company, Inc. in Oklahoma City, holding a Series 66 designation with 25 years of industry experience. Her prior roles include positions at RBC Capital Markets Corporation and Leonard Investment Advisors, Inc. She is also a licensed public notary in Oklahoma. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis to manage assets both directly and through third-party managers, serving several hundred clients with a range of discretionary and non-discretionary accounts.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Robert S

Series 63, Series 65

Oklahoma City, OK

B.B. Graham & Company, Inc.

Robert Savage is a financial advisor at B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials with 50 years of industry experience. He has worked at B.B. Graham & Co since 2014 and has extensive prior experience with Leonard Investment Advisors, Inc. and Leonard Agency, Inc. Outside of advisory roles, he is involved in managing family oil and gas assets and serves as a director and managing member in several related businesses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of asset management approaches, combining fundamental and technical analysis with both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

David A

Series 63, Series 65

Oklahoma City, OK

B.B. Graham & Company, Inc.

David Aboud is a financial advisor with B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with B.B. Graham & Co. since 2014 and has longstanding roles with Leonard Investment Advisors Inc. and Leonard Agency, Inc. Outside of his advisory work, he serves as chairman and insurance agent at Leonard Agency Inc. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary strategies across equities, fixed income, and ETFs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Darren K

Series 63, Series 65

Oklahoma City, OK

B.B. Graham & Company, Inc.

Darren King is a financial advisor with B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at firms including Morgan Stanley and Leonard Investment Advisors Inc., where he also maintains an active role. Outside of his advisory work, King serves as president of C&D Consulting Inc., a family investment entity. B.B. Graham & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and businesses. The firm employs a combination of fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management across multiple asset classes.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
View complete list of advisors at this office
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