SUTTERFIELD FINANCIAL GROUP, INC.
CRD #115652 SEC #801-63652 BARTLESVILLE, OK (918) 338-2255
SEC Registered
Total AUM
$220.8M
Discretionary
$211.3M
Employees
24
Clients
251
Accounts
2,280
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $220.8M | $211.3M | $9.5M | 24 | 15 |
| Jul 2024 | $202.2M | $193.7M | $8.6M | 24 | 15 |
| Mar 2024 | $202.2M | $193.7M | $8.6M | 24 | 15 |
| Mar 2023 | $174.8M | $165.8M | $9.1M | 17 | 15 |
| Mar 2022 | $204.8M | $195M | $9.8M | 17 | 15 |
| Mar 2021 | $200.3M | $192.7M | $7.7M | 17 | 15 |
| Jun 2020 | $145.7M | $136.2M | $9.5M | 22 | 15 |
| Mar 2020 | $145.7M | $136.2M | $9.5M | 22 | 15 |
| Mar 2020 | $145.7M | $136.2M | $9.5M | 22 | 15 |
| Mar 2019 | $193.9M | $175.8M | $18.1M | 25 | 15 |
| Mar 2018 | $197.1M | $165.9M | $31.1M | 30 | 15 |
| Mar 2017 | $158.2M | $137.6M | $20.6M | 35 | 1,700 |
| Mar 2016 | $142.1M | $120.9M | $21.2M | 30 | 1,700 |
| Oct 2015 | $151.2M | $125.9M | $25.3M | 29 | 1,700 |
| Mar 2015 | $151.2M | $125.9M | $25.3M | 29 | 1,700 |
| Oct 2014 | $144.6M | $114.7M | $29.9M | 27 | 1,700 |
| Mar 2014 | $144.6M | $114.7M | $29.9M | 27 | 1,700 |
| Nov 2013 | $142.8M | $109.4M | $33.4M | 35 | 800 |
| Apr 2013 | $142.8M | $109.4M | $33.4M | 35 | 800 |
| Dec 2012 | $126.6M | $82.8M | $43.8M | 27 | 800 |
| Aug 2012 | $126.6M | $82.8M | $43.8M | 11 | 800 |
| Mar 2012 | $126.6M | $82.8M | $43.8M | 11 | 800 |
| Oct 2009 | $71.9M | $16.3M | $55.5M | -- | -- |
| Jan 2008 | $72.1M | $0 | $72.1M | 5 | -- |
| Nov 2007 | $72.1M | $0 | $72.1M | 5 | -- |
| Aug 2007 | $72.1M | $0 | $72.1M | 5 | -- |
| Apr 2007 | $72.1M | $0 | $72.1M | 5 | -- |
| Feb 2007 | $72.1M | $0 | $72.1M | 5 | -- |
| Dec 2006 | $45.1M | $0 | $45.1M | 5 | -- |
| Jan 2006 | $37.5M | $0 | $37.5M | 5 | -- |
| Nov 2005 | $37.5M | $0 | $37.5M | 5 | -- |
| Sep 2005 | $37.5M | $0 | $37.5M | 5 | -- |
| May 2005 | $37.5M | $0 | $37.5M | 5 | -- |
| Jan 2005 | $34.9M | $0 | $34.9M | 5 | -- |
DateMar 2025
Total AUM$220.8M
Discretionary$211.3M
Non-Disc.$9.5M
Employees24
Clients15
DateJul 2024
Total AUM$202.2M
Discretionary$193.7M
Non-Disc.$8.6M
Employees24
Clients15
DateMar 2024
Total AUM$202.2M
Discretionary$193.7M
Non-Disc.$8.6M
Employees24
Clients15
DateMar 2023
Total AUM$174.8M
Discretionary$165.8M
Non-Disc.$9.1M
Employees17
Clients15
DateMar 2022
Total AUM$204.8M
Discretionary$195M
Non-Disc.$9.8M
Employees17
Clients15
DateMar 2021
Total AUM$200.3M
Discretionary$192.7M
Non-Disc.$7.7M
Employees17
Clients15
DateJun 2020
Total AUM$145.7M
Discretionary$136.2M
Non-Disc.$9.5M
Employees22
Clients15
DateMar 2020
Total AUM$145.7M
Discretionary$136.2M
Non-Disc.$9.5M
Employees22
Clients15
DateMar 2020
Total AUM$145.7M
Discretionary$136.2M
Non-Disc.$9.5M
Employees22
Clients15
DateMar 2019
Total AUM$193.9M
Discretionary$175.8M
Non-Disc.$18.1M
Employees25
Clients15
DateMar 2018
Total AUM$197.1M
Discretionary$165.9M
Non-Disc.$31.1M
Employees30
Clients15
DateMar 2017
Total AUM$158.2M
Discretionary$137.6M
Non-Disc.$20.6M
Employees35
Clients1,700
DateMar 2016
Total AUM$142.1M
Discretionary$120.9M
Non-Disc.$21.2M
Employees30
Clients1,700
DateOct 2015
Total AUM$151.2M
Discretionary$125.9M
Non-Disc.$25.3M
Employees29
Clients1,700
DateMar 2015
Total AUM$151.2M
Discretionary$125.9M
Non-Disc.$25.3M
Employees29
Clients1,700
DateOct 2014
Total AUM$144.6M
Discretionary$114.7M
Non-Disc.$29.9M
Employees27
Clients1,700
DateMar 2014
Total AUM$144.6M
Discretionary$114.7M
Non-Disc.$29.9M
Employees27
Clients1,700
DateNov 2013
Total AUM$142.8M
Discretionary$109.4M
Non-Disc.$33.4M
Employees35
Clients800
DateApr 2013
Total AUM$142.8M
Discretionary$109.4M
Non-Disc.$33.4M
Employees35
Clients800
DateDec 2012
Total AUM$126.6M
Discretionary$82.8M
Non-Disc.$43.8M
Employees27
Clients800
DateAug 2012
Total AUM$126.6M
Discretionary$82.8M
Non-Disc.$43.8M
Employees11
Clients800
DateMar 2012
Total AUM$126.6M
Discretionary$82.8M
Non-Disc.$43.8M
Employees11
Clients800
DateOct 2009
Total AUM$71.9M
Discretionary$16.3M
Non-Disc.$55.5M
Employees--
Clients--
DateJan 2008
Total AUM$72.1M
Discretionary$0
Non-Disc.$72.1M
Employees5
Clients--
DateNov 2007
Total AUM$72.1M
Discretionary$0
Non-Disc.$72.1M
Employees5
Clients--
DateAug 2007
Total AUM$72.1M
Discretionary$0
Non-Disc.$72.1M
Employees5
Clients--
DateApr 2007
Total AUM$72.1M
Discretionary$0
Non-Disc.$72.1M
Employees5
Clients--
DateFeb 2007
Total AUM$72.1M
Discretionary$0
Non-Disc.$72.1M
Employees5
Clients--
DateDec 2006
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees5
Clients--
DateJan 2006
Total AUM$37.5M
Discretionary$0
Non-Disc.$37.5M
Employees5
Clients--
DateNov 2005
Total AUM$37.5M
Discretionary$0
Non-Disc.$37.5M
Employees5
Clients--
DateSep 2005
Total AUM$37.5M
Discretionary$0
Non-Disc.$37.5M
Employees5
Clients--
DateMay 2005
Total AUM$37.5M
Discretionary$0
Non-Disc.$37.5M
Employees5
Clients--
DateJan 2005
Total AUM$34.9M
Discretionary$0
Non-Disc.$34.9M
Employees5
Clients--