Little Rock, AR Office
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BOK Financial Advisors
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Firm-wide stats for BOK Financial Advisors
About
BOK Financial Advisors (BOKFA) serves a broad mix of individual, high‑net‑worth, corporate and institutional clients — including municipalities, government agencies and reported sovereign wealth fund clients — providing non‑discretionary, fee‑based investment management through its Guided Portfolio Solutions program, plus financial planning and consulting. The firm is an SEC‑registered investment adviser that also operates as a registered broker‑dealer and municipal advisor and is a member of FINRA, SIPC and the MSRB.
BOKFA’s Guided Portfolio Solutions is an advisor‑led, non‑discretionary program in which a BOKFA Advisor contacts the client before initiating trades; investment research, asset allocation and manager selection are provided by the firm’s Strategic Investment Advisors (SIA). SIA’s process combines quantitative and qualitative screening (starting with a Morningstar fund universe limited to fund families with selling agreements with BOKFS), ongoing quarterly monitoring, and tailored allocations across income‑to‑growth strategies based on client objectives.
Compared with many large enterprise advisers, BOKFA’s combination of roles and affiliations is notable: it is affiliated with a publicly traded bank holding company (BOK Financial Corporation and BOKF, NA), sponsors and distributes affiliated mutual funds (Cavanal Hill) that can serve as default sweep vehicles and generate revenue‑sharing, and maintains broker‑dealer and municipal securities activity (including municipal advisory and underwriting histories disclosed in its Form ADV). The firm also discloses that some client accounts remain commission‑based outside the advisory program and that a substantial portion of its program assets are managed on a non‑discretionary basis, features that can create conflicts of interest prospective clients should review.
Based on BOK Financial Advisors
Expertise
Based on BOK Financial Advisors
Location
111 Center St., Ste. 1510
Little Rock AR 72201-4417
Advisors at this office
4
Advisors at this office
Matthew S
Series 66
Little Rock, AR
BOK Financial Securities, Inc.
Matthew Smith is a financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas. He holds the Series 66 designation and has 11 years of industry experience, all with BOKF, NA and BOK Financial Securities since 2015. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm offers fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-driven investment research, asset allocation, and manager selection.
Cory W
Series 66
Little Rock, AR
BOK Financial Securities, Inc.
Cory Willett is a financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas, holding a Series 66 designation and 11 years of industry experience. He has been with BOK Financial since 2015. Outside of his advisory role, he is a 50% owner of a retail stationery store in Little Rock, which he co-manages with his wife. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided investment research, asset allocation, and manager selection.
Phillip B
Series 63, Series 65
Little Rock, AR
BOK Financial Securities, Inc.
Phillip Bailey is a financial advisor with BOK Financial Securities, Inc. in Little Rock, AR, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has been with BOK Financial since 2008. Outside of his advisory work, he is a co-owner of Languille River Hunting and Timber, LLC, a recreational hunting and timber management venture. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting. The firm combines in-house investment research and asset allocation with advisor-led client interaction.
Olga M
Series 66
Little Rock, AR
BOK Financial Securities, Inc.
Olga Mathis is a Series 66-credentialed financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas, where she has worked since 2015. She has 10 years of industry experience. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and also operates as a registered broker-dealer licensed to offer insurance products.
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