Drawbridge Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$220,253,861
Clients
972
Advisors
7
of 10 employees
About
Drawbridge Capital is an SEC-registered investment adviser that works primarily with individual clients (including high-net-worth households), corporate retirement plans and other institutional accounts, offering financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting and hourly consulting. The firm implements advice across a range of LPL-sponsored advisory programs and model platforms and may facilitate execution or insurance product implementation through broker-dealer or insurance channels when clients choose.
The firm combines model-driven asset-allocation and outsourced-manager programs with in‑house equity strategies; portfolio monitoring, rebalancing and client reviews are performed on an ongoing basis and tailored to each client’s objectives. Its U.S. equity strategies are run as concentrated sleeves (generally fewer than 35 positions) with high active share and material tracking error versus benchmarks, using proprietary screens and relative-strength rankings to select growth, value or blended holdings.
Notable operational features that differ from many peers include that its advisers are also registered representatives of an unaffiliated broker‑dealer and hold insurance licenses, arrangements the brochure discloses can result in commission or other product compensation and are managed as potential conflicts of interest. The firm also discloses a prior disciplinary event involving a member of its investment team that has been satisfied and the license reinstated, and until recently served as the exclusive wealth management provider to a regional credit union—items the firm highlights as part of its regulatory and service history.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fees typically range from $250 to $10,000 depending on complexity; retirement plan consulting fees minimum between $2,000 - $5,000 annually.
$10,000 - $49,999: 2.00% $50,000 - $99,999: 1.80% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.30% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.80% $5,000,000+: 0.70%
Clients may purchase brokerage products through LPL Financial with commissions; commission rates are generally discounted from customary retail rates but vary.
Generally $250 per hour, may vary depending on scope and complexity.
Account minimum: $10,000
Main office
7134 S.Yale Ave, Ste 700
Tulsa OK 74136
Advisors at this office
7
Most active in
Arkansas · Colorado · Florida · Louisiana · Missouri · Oklahoma · Texas · Virginia
Also doing business as
Drawbridge Asset Management · Drawbridge Capital · Drawbridge Capital, LLC · Regent Financial Services · Regent Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Tierney G
Series 66
Tulsa, OK
Drawbridge Capital
Tierney Gorham is a financial advisor at Drawbridge Capital with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Regent Financial Services, and RCB Bank. Outside of his advisory work, he is the owner of Roo's Jumpin' Joy, LLC, a business unrelated to investments. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm employs a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies, focusing on concentrated U.S. equity sleeves with high active share and tailored portfolio management.
William R
Series 66
Tulsa, OK
Drawbridge Capital
William Riedel is a financial advisor with Drawbridge Capital and holds a Series 66 designation. He has nine years of industry experience, including roles at LPL Financial and TTCU Federal Credit Union. His career also includes a period as a stay-at-home parent and a brief tenure at Target Corporation. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm uses a combination of model-driven asset allocation and in-house equity strategies, with ongoing portfolio monitoring tailored to client objectives.
Gary S
CFP®, Series 63, Series 65
Tulsa, OK
Drawbridge Capital
Gary Stanislawski is a financial advisor with Drawbridge Capital, holding the CFP® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has been with Drawbridge Capital (formerly Regent Financial Services Inc.) since 2004 and has also worked with LPL Financial since 2002. Outside of his advisory role, he teaches community education classes on Social Security, Medicare, and retirement planning. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm utilizes a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies, with ongoing portfolio monitoring and client reviews tailored to individual objectives.
Monty D
Series 63, Series 65
Tulsa, OK
Drawbridge Capital
Monty Dossman is a financial advisor at Drawbridge Capital with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Drawbridge Capital and Regent Financial Services since 2015, including a prior tenure at Drawbridge Capital from 2004 to 2011 and experience at LPL Financial from 2003 to 2012. He served as secretary of the board for Southern Hills Baptist Church from 2004 to 2005. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm combines model-driven asset allocation and outsourced-manager programs with in-house equity strategies, offering ongoing portfolio monitoring and tailored reviews based on client objectives.
Scott D
Series 66
Tulsa, OK
Drawbridge Capital
Scott Dittmer is a financial advisor at Drawbridge Capital with 11 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, TTCU Federal Credit Union, Suntex CrossTimbers Marina, and Thrivent Financial. Dittmer provides investment advisory services through Drawbridge Capital LLC, which he established in 2023. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm employs model-driven asset allocation combined with in-house equity strategies and offers financial planning, portfolio management, and retirement plan consulting tailored to client objectives.
Carter W
Series 63, Series 65
Tulsa, OK
Drawbridge Capital
Carter Wright is a financial advisor at Drawbridge Capital in Tulsa, OK. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Drawbridge Capital, he worked briefly at Regent Financial Services and LPL Financial, and has professional experience outside of finance at the Golf Club of Oklahoma. Drawbridge Capital serves individual clients, corporate retirement plans, and institutional accounts, offering financial planning, portfolio management, and retirement consulting. The firm uses a combination of model-driven asset allocation and in-house equity strategies with ongoing portfolio monitoring tailored to client objectives.
Mitchell R
Series 63, Series 65
Tulsa, OK
Drawbridge Capital
Mitchell Robinson is a financial advisor at Drawbridge Capital with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial and Adaptation Financial Advisors. Robinson had an affiliation with a limited broker-dealer through MSEC starting in 2025. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm combines model-driven asset allocation with in-house equity strategies, focusing on concentrated U.S. equity sleeves selected through proprietary screening and relative-strength rankings.
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