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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARHAM, KELLI, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| BARHAM, KELLI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARHAM, KELLI, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| HYDEN, ZACHARY | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| KORNEGAY, KEVIN, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KORNEGAY, KEVIN, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KORNEGAY, KEVIN, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KORNEGAY, KEVIN, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | E | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | D | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | D | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | D | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | D | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | D | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | D | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | D | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | D | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | D | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | D | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| SUTTERFIELD, MICHELLE, LEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | C | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | C | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | C | Control |
| SUTTERFIELD, TREVOR, SHAWN | I | PRESIDENT | C | Control |
| BARHAM, NATHAN, MICAH | I | CHIEF OPERATING OFFICER | A | Control |
| BARHAM, NATHAN, MICAH | I | CHIEF OPERATING OFFICER | A | Control |
| BARHAM, NATHAN, MICAH | I | CHIEF OPERATING OFFICER | A | Control |
| BARHAM, NATHAN, MICAH | I | CHIEF OPERATING OFFICER | A | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (18)
AK AR AZ CA IA IL KS LA MI MN MO ND NE NM NV OK SD TX
Address
501 SE FOURTH STREETBARTLESVILLE, OK 74003
United States
Phone: (918) 338-2255