PINNACLE HOLDINGS, LLC
Legal name: PINNACLE INVESTMENT ADVISORS
CRD #108086 SEC #801-57298 TULSA, OK 918-582-6864
SEC Registered Private Funds
Total AUM
$455.2M
Discretionary
$444.3M
Employees
8
Clients
11
Accounts
468
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYER, AIMEE, N | I | PARTNER | NA | |
| BOYER, AIMEE, N | I | PARTNER | NA | |
| BOYER, AIMEE, N | I | PARTNER | NA | |
| BOYER, AIMEE, N | I | PARTNER | NA | |
| BOYER, AIMEE, N | I | PARTNER | NA | |
| BOYER, AIMEE, N | I | PARTNER | NA | |
| BOYER, AIMEE, N | I | PARTNER | NA | |
| BOYER, AIMEE, N | I | PARTNER | NA | |
| BOYER, AIMEE, N | I | PARTNER | NA | |
| BOYER, AIMEE, N | I | PARTNER | NA | |
| BOYER, AIMEE, NICOLE | I | PARTNER | NA | |
| BOYER, AIMEE, NICOLE | I | PARTNER | NA | |
| BOYER, AIMEE, NICOLE | I | PARTNER | NA | |
| BOYER, AIMEE, NICOLE | I | PARTNER | NA | |
| BOYER, AIMEE, NICOLE | I | PARTNER | NA | |
| BOYER, AIMEE, NICOLE | I | PARTNER | NA | |
| BOYER, AIMEE, NICOLE | I | PARTNER | NA | |
| BOYER, AIMEE, NICOLE | I | PARTNER | NA | |
| BOYER, AIMEE, NICOLE | I | PARTNER | NA | |
| BOYER, AIMEE, NICOLE | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| CAVANAUGH, LAMONT, EDWARD | I | PARTNER | NA | |
| Fowler, Jayme, Don | I | INVESTMENT ADVISOR | NA | |
| Fowler, Jayme, Don | I | INVESTMENT ADVISOR | NA | |
| Fowler, Jayme, Don | I | INVESTMENT ADVISOR | NA | |
| Fowler, Jayme, Don | I | INVESTMENT ADVISOR | NA | |
| Fowler, Jayme, Don | I | INVESTMENT ADVISOR | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| NORMA M. KRAMER IRREVOCABLE TRUST | DE | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POARCH, CAROL, VIRGINIA | I | PARTNER | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| POSEY, TIMOTHY, STEVEN | I | GENERAL COUNSEL | NA | |
| R. BRETT KRAMER TRUST B | DE | PARTNER | NA | |
| R. BRETT KRAMER TRUST B | DE | PARTNER | NA | |
| R. BRETT KRAMER TRUST B | DE | PARTNER | NA | |
| R. BRETT KRAMER TRUST B | DE | PARTNER | NA | |
| R. BRETT KRAMER TRUST B | DE | PARTNER | NA | |
| R. BRETT KRAMER TRUST B | DE | PARTNER | NA | |
| R. BRETT KRAMER TRUST B | DE | PARTNER | NA | |
| R. BRETT KRAMER TRUST B | DE | PARTNER | NA | |
| R. BRETT KRAMER TRUST B | DE | PARTNER | NA | |
| ROBERTS, DOROTHY, LOU | I | PARTNER | NA | |
| ROBERTS, DOROTHY, LOU | I | PARTNER | NA | |
| ROBERTS, DOROTHY, LOU | I | PARTNER | NA | |
| ROBERTS, DOROTHY, LOU | I | PARTNER | NA | |
| ROBERTS, DOROTHY, LOU | I | PARTNER | NA | |
| ROBERTS, DOROTHY, LOU | I | PARTNER | NA | |
| ROBERTS, DOROTHY, LOU | I | PARTNER | NA | |
| ROBERTS, DOROTHY, LOU | I | PARTNER | NA | |
| ROBERTS, DOROTHY, LOU | I | PARTNER | NA | |
| ROBERTS, DOROTHY, LOU | I | PARTNER | NA | |
| ROBERTS, EDWARD, VADEN | I | PARTNER | NA | |
| ROBERTS, EDWARD, VADEN | I | PARTNER | NA | |
| Roberts, Dorothy, L | I | PARTNER | NA | |
| Roberts, Dorothy, L | I | PARTNER | NA | |
| Roberts, Dorothy, L | I | PARTNER | NA | |
| Roberts, Dorothy, L | I | PARTNER | NA | |
| Roberts, Dorothy, L | I | PARTNER | NA | |
| Roberts, Dorothy, L | I | PARTNER | NA | |
| Roberts, Dorothy, L | I | PARTNER | NA | |
| Roberts, Dorothy, L | I | PARTNER | NA | |
| Roberts, Dorothy, L | I | PARTNER | NA | |
| Roberts, Dorothy, L | I | PARTNER | NA | |
| Roberts, Edward, V. | I | PARTNER | NA | |
| Roberts, Edward, V. | I | PARTNER | NA | |
| Roberts, Edward, V. | I | PARTNER | NA | |
| Roberts, Edward, V. | I | PARTNER | NA | |
| Roberts, Edward, V. | I | PARTNER | NA | |
| Roberts, Edward, V. | I | PARTNER | NA | |
| Roberts, Edward, V. | I | PARTNER | NA | |
| Roberts, Edward, V. | I | PARTNER | NA | |
| Roberts, Edward, V. | I | PARTNER | NA | |
| Roberts, Edward, V. | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| SWIMMER, ROSS, OWEN | I | PARTNER | NA | |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | C | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | C | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | C | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | C | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | C | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER | C | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| KRAMER, ROBERT, BRETT | I | MANAGING PARTNER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| POARCH, DAVID, MONROE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | Control |
| SMITH, SHERMAN, E | I | MEMBER | B | |
| SMITH, SHERMAN, E | I | MEMBER | B | |
| SMITH, SHERMAN, E | I | MEMBER | B | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, HOKE SMITH | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| BURGHART, SUSAN, S | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| FRYREAR, JOHN, EDWARD | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| POSEY, JAMES, ANDREW | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| SMITH, WILLIAM, SHERMAN | I | MEMBER | A | |
| WILLIAM S. SMITH REVOCABLE LIVING TRUST | DE | TRUSTEE | A | |
| WILLIAM S. SMITH REVOCABLE LIVING TRUST | DE | PARTNER | A | |
| WILLIAM S. SMITH REVOCABLE LIVING TRUST | DE | TRUSTEE | A | |
| WILLIAM S. SMITH REVOCABLE LIVING TRUST | DE | TRUSTEE | A | |
| WILLIAM S. SMITH REVOCABLE LIVING TRUST | DE | TRUSTEE | A | |
| WILLIAM S. SMITH REVOCABLE LIVING TRUST | DE | TRUSTEE | A | |
| WILLIAM S. SMITH REVOCABLE LIVING TRUST | DE | TRUSTEE | A | |
| WILLIAM S. SMITH REVOCABLE LIVING TRUST | DE | TRUSTEE | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WILLIAM, SMITH, S, | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A | |
| WRIGHT, BRENT, WRAY | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TRUST COMPANY OF OKLAHOMA | DE | WILLIAM S. SMITH REVOCABLE LIVING TRUST | F | |
| TRUST COMPANY OF OKLAHOMA | DE | WILLIAM S. SMITH REVOCABLE LIVING TRUST | F | |
| TRUST COMPANY OF OKLAHOMA | DE | WILLIAM S. SMITH REVOCABLE LIVING TRUST | F | |
| TRUST COMPANY OF OKLAHOMA | DE | WILLIAM S. SMITH REVOCABLE LIVING TRUST | F |
Registrations
Federal
IA
Oct 8, 2025 REGISTERED
Notice Filings (2)
OK TX
Address
1616 EAST 15TH STREETTULSA, OK 74120
United States
Phone: 918-582-6864