BOK FINANCIAL SECURITIES, INC.
Legal name: BOK FINANCIAL ADVISORS
CRD #17530 SEC #801-53600 TULSA, OK 877-781-6889
SEC Registered Broker-Dealer Disclosures
Total AUM
$835.6M
Discretionary
$416.3M
Employees
165
Clients
10
Accounts
3,179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $835.6M | $416.3M | $419.3M | 165 | 0 |
| Mar 2025 | $835.6M | $416.3M | $419.3M | 165 | 0 |
| Jan 2025 | $737.6M | $397.1M | $340.4M | 165 | 0 |
| Dec 2024 | $737.6M | $397.1M | $340.4M | 165 | 0 |
| Mar 2024 | $737.6M | $397.1M | $340.4M | 165 | 0 |
| Aug 2023 | $739.3M | $401.5M | $337.8M | 155 | 0 |
| Mar 2023 | $739.3M | $401.5M | $337.8M | 155 | 0 |
| Nov 2022 | $959.8M | $502.4M | $457.4M | 175 | 0 |
| Mar 2022 | $959.8M | $502.4M | $457.4M | 175 | 0 |
| Jul 2021 | $912.8M | $542.3M | $370.6M | 175 | 0 |
| Mar 2021 | $912.8M | $542.3M | $370.6M | 175 | 0 |
| Jun 2020 | $755.3M | $459.9M | $295.5M | 175 | 0 |
| Feb 2020 | $755.3M | $459.9M | $295.5M | 175 | 0 |
| Jan 2020 | $754M | $522.1M | $231.9M | 175 | 0 |
| Aug 2019 | $754M | $522.1M | $231.9M | 175 | 0 |
| Aug 2019 | $754M | $522.1M | $231.9M | 175 | 0 |
| May 2019 | $754M | $522.1M | $231.9M | 175 | 0 |
| Mar 2019 | $754M | $522.1M | $231.9M | 175 | 0 |
| Mar 2018 | $622.9M | $277.7M | $345.2M | 225 | 0 |
| Dec 2017 | $783.8M | $398.9M | $384.9M | 225 | 0 |
| Nov 2017 | $783.8M | $398.9M | $384.9M | 225 | 0 |
| Jul 2017 | $648M | $208.5M | $439.5M | 247 | 1,700 |
| Mar 2017 | $594.8M | $179.4M | $415.4M | 247 | 896 |
| Jan 2017 | $594.8M | $179.4M | $415.4M | 247 | 896 |
| Sep 2016 | $568.3M | $170.8M | $397.5M | 247 | 896 |
| Sep 2016 | $568.3M | $170.8M | $397.5M | 247 | 896 |
| Jul 2016 | $568.3M | $170.8M | $397.5M | 247 | 896 |
| Jul 2016 | $568.3M | $170.8M | $397.5M | 247 | 896 |
| Jul 2016 | $568.3M | $170.8M | $397.5M | 247 | 896 |
| May 2016 | $517.5M | $143M | $374.5M | 247 | 896 |
| Mar 2016 | $517.5M | $143M | $374.5M | 247 | 896 |
| Nov 2015 | $427.4M | $17.8M | $409.6M | 247 | 896 |
| Jun 2015 | $427.4M | $17.8M | $409.6M | 247 | 896 |
| Jun 2015 | $427.4M | $17.8M | $409.6M | 247 | 896 |
| Mar 2015 | $427.4M | $17.8M | $409.6M | 247 | 896 |
| Mar 2015 | $427.4M | $17.8M | $409.6M | 247 | 896 |
| Oct 2014 | $278.7M | $7.6M | $271.1M | 247 | 600 |
| Aug 2014 | $278.7M | $7.6M | $271.1M | 247 | 600 |
| Mar 2014 | $278.7M | $7.6M | $271.1M | 247 | 600 |
| Jan 2014 | $198.4M | $889.5K | $197.6M | 383 | 200 |
| Oct 2013 | $198.4M | $889.5K | $197.6M | 383 | 200 |
| Jul 2013 | $198.4M | $889.5K | $197.6M | 383 | 200 |
| Apr 2013 | $198.4M | $889.5K | $197.6M | 383 | 200 |
| Apr 2013 | $198.4M | $889.5K | $197.6M | 383 | 200 |
| Mar 2013 | $160.1M | $0 | $160.1M | 277 | 200 |
| Dec 2012 | $160.1M | $0 | $160.1M | 277 | 200 |
| Nov 2012 | $160.1M | $0 | $160.1M | 277 | 200 |
| Nov 2012 | $160.1M | $0 | $160.1M | 277 | 200 |
| Nov 2012 | $160.1M | $0 | $160.1M | 277 | 200 |
| Oct 2012 | $160.1M | $0 | $160.1M | 51 | 200 |
| Oct 2012 | $160.1M | $0 | $160.1M | 51 | 200 |
| Oct 2012 | $160.1M | $0 | $160.1M | 51 | 200 |
| Oct 2012 | $160.1M | $0 | $160.1M | 51 | 200 |
| Sep 2012 | $160.1M | $0 | $160.1M | 51 | 200 |
| Aug 2012 | $160.1M | $0 | $160.1M | 51 | 200 |
| Jul 2012 | $160.1M | $0 | $160.1M | 51 | 200 |
| Jun 2012 | $160.1M | $0 | $160.1M | 51 | 200 |
| Mar 2012 | $160.1M | $0 | $160.1M | 51 | 200 |
| Aug 2011 | $74.2M | $0 | $74.2M | 51 | -- |
| Apr 2011 | $74.2M | $0 | $74.2M | 51 | -- |
| Mar 2011 | $74.2M | $0 | $74.2M | 51 | -- |
| Dec 2010 | $42.7M | $0 | $42.7M | 51 | -- |
| Apr 2009 | $32.8M | $0 | $32.8M | 51 | -- |
| Mar 2009 | $26M | $0 | $26M | 51 | -- |
| Jan 2008 | $51.4M | $0 | $51.4M | 51 | -- |
| Jan 2008 | $51.4M | $0 | $51.4M | 51 | -- |
| Jan 2008 | $51.4M | $0 | $51.4M | 51 | -- |
| Jan 2008 | $51.4M | $0 | $51.4M | 51 | -- |
| Nov 2007 | $51.4M | $0 | $51.4M | 51 | -- |
| Jun 2007 | $51.4M | $0 | $51.4M | 51 | -- |
| Apr 2007 | $5.8M | $0 | $5.8M | 51 | -- |
| Mar 2007 | $5.8M | $0 | $5.8M | 51 | -- |
| Dec 2006 | $5.8M | $0 | $5.8M | 51 | -- |
| Jan 2006 | $5.8M | $0 | $5.8M | 51 | -- |
| Oct 2005 | $365.8M | $360M | $5.8M | 51 | -- |
| Sep 2001 | $900K | $900K | $0 | 51 | -- |
DateJun 2025
Total AUM$835.6M
Discretionary$416.3M
Non-Disc.$419.3M
Employees165
Clients0
DateMar 2025
Total AUM$835.6M
Discretionary$416.3M
Non-Disc.$419.3M
Employees165
Clients0
DateJan 2025
Total AUM$737.6M
Discretionary$397.1M
Non-Disc.$340.4M
Employees165
Clients0
DateDec 2024
Total AUM$737.6M
Discretionary$397.1M
Non-Disc.$340.4M
Employees165
Clients0
DateMar 2024
Total AUM$737.6M
Discretionary$397.1M
Non-Disc.$340.4M
Employees165
Clients0
DateAug 2023
Total AUM$739.3M
Discretionary$401.5M
Non-Disc.$337.8M
Employees155
Clients0
DateMar 2023
Total AUM$739.3M
Discretionary$401.5M
Non-Disc.$337.8M
Employees155
Clients0
DateNov 2022
Total AUM$959.8M
Discretionary$502.4M
Non-Disc.$457.4M
Employees175
Clients0
DateMar 2022
Total AUM$959.8M
Discretionary$502.4M
Non-Disc.$457.4M
Employees175
Clients0
DateJul 2021
Total AUM$912.8M
Discretionary$542.3M
Non-Disc.$370.6M
Employees175
Clients0
DateMar 2021
Total AUM$912.8M
Discretionary$542.3M
Non-Disc.$370.6M
Employees175
Clients0
DateJun 2020
Total AUM$755.3M
Discretionary$459.9M
Non-Disc.$295.5M
Employees175
Clients0
DateFeb 2020
Total AUM$755.3M
Discretionary$459.9M
Non-Disc.$295.5M
Employees175
Clients0
DateJan 2020
Total AUM$754M
Discretionary$522.1M
Non-Disc.$231.9M
Employees175
Clients0
DateAug 2019
Total AUM$754M
Discretionary$522.1M
Non-Disc.$231.9M
Employees175
Clients0
DateAug 2019
Total AUM$754M
Discretionary$522.1M
Non-Disc.$231.9M
Employees175
Clients0
DateMay 2019
Total AUM$754M
Discretionary$522.1M
Non-Disc.$231.9M
Employees175
Clients0
DateMar 2019
Total AUM$754M
Discretionary$522.1M
Non-Disc.$231.9M
Employees175
Clients0
DateMar 2018
Total AUM$622.9M
Discretionary$277.7M
Non-Disc.$345.2M
Employees225
Clients0
DateDec 2017
Total AUM$783.8M
Discretionary$398.9M
Non-Disc.$384.9M
Employees225
Clients0
DateNov 2017
Total AUM$783.8M
Discretionary$398.9M
Non-Disc.$384.9M
Employees225
Clients0
DateJul 2017
Total AUM$648M
Discretionary$208.5M
Non-Disc.$439.5M
Employees247
Clients1,700
DateMar 2017
Total AUM$594.8M
Discretionary$179.4M
Non-Disc.$415.4M
Employees247
Clients896
DateJan 2017
Total AUM$594.8M
Discretionary$179.4M
Non-Disc.$415.4M
Employees247
Clients896
DateSep 2016
Total AUM$568.3M
Discretionary$170.8M
Non-Disc.$397.5M
Employees247
Clients896
DateSep 2016
Total AUM$568.3M
Discretionary$170.8M
Non-Disc.$397.5M
Employees247
Clients896
DateJul 2016
Total AUM$568.3M
Discretionary$170.8M
Non-Disc.$397.5M
Employees247
Clients896
DateJul 2016
Total AUM$568.3M
Discretionary$170.8M
Non-Disc.$397.5M
Employees247
Clients896
DateJul 2016
Total AUM$568.3M
Discretionary$170.8M
Non-Disc.$397.5M
Employees247
Clients896
DateMay 2016
Total AUM$517.5M
Discretionary$143M
Non-Disc.$374.5M
Employees247
Clients896
DateMar 2016
Total AUM$517.5M
Discretionary$143M
Non-Disc.$374.5M
Employees247
Clients896
DateNov 2015
Total AUM$427.4M
Discretionary$17.8M
Non-Disc.$409.6M
Employees247
Clients896
DateJun 2015
Total AUM$427.4M
Discretionary$17.8M
Non-Disc.$409.6M
Employees247
Clients896
DateJun 2015
Total AUM$427.4M
Discretionary$17.8M
Non-Disc.$409.6M
Employees247
Clients896
DateMar 2015
Total AUM$427.4M
Discretionary$17.8M
Non-Disc.$409.6M
Employees247
Clients896
DateMar 2015
Total AUM$427.4M
Discretionary$17.8M
Non-Disc.$409.6M
Employees247
Clients896
DateOct 2014
Total AUM$278.7M
Discretionary$7.6M
Non-Disc.$271.1M
Employees247
Clients600
DateAug 2014
Total AUM$278.7M
Discretionary$7.6M
Non-Disc.$271.1M
Employees247
Clients600
DateMar 2014
Total AUM$278.7M
Discretionary$7.6M
Non-Disc.$271.1M
Employees247
Clients600
DateJan 2014
Total AUM$198.4M
Discretionary$889.5K
Non-Disc.$197.6M
Employees383
Clients200
DateOct 2013
Total AUM$198.4M
Discretionary$889.5K
Non-Disc.$197.6M
Employees383
Clients200
DateJul 2013
Total AUM$198.4M
Discretionary$889.5K
Non-Disc.$197.6M
Employees383
Clients200
DateApr 2013
Total AUM$198.4M
Discretionary$889.5K
Non-Disc.$197.6M
Employees383
Clients200
DateApr 2013
Total AUM$198.4M
Discretionary$889.5K
Non-Disc.$197.6M
Employees383
Clients200
DateMar 2013
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees277
Clients200
DateDec 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees277
Clients200
DateNov 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees277
Clients200
DateNov 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees277
Clients200
DateNov 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees277
Clients200
DateOct 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees51
Clients200
DateOct 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees51
Clients200
DateOct 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees51
Clients200
DateOct 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees51
Clients200
DateSep 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees51
Clients200
DateAug 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees51
Clients200
DateJul 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees51
Clients200
DateJun 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees51
Clients200
DateMar 2012
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees51
Clients200
DateAug 2011
Total AUM$74.2M
Discretionary$0
Non-Disc.$74.2M
Employees51
Clients--
DateApr 2011
Total AUM$74.2M
Discretionary$0
Non-Disc.$74.2M
Employees51
Clients--
DateMar 2011
Total AUM$74.2M
Discretionary$0
Non-Disc.$74.2M
Employees51
Clients--
DateDec 2010
Total AUM$42.7M
Discretionary$0
Non-Disc.$42.7M
Employees51
Clients--
DateApr 2009
Total AUM$32.8M
Discretionary$0
Non-Disc.$32.8M
Employees51
Clients--
DateMar 2009
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees51
Clients--
DateJan 2008
Total AUM$51.4M
Discretionary$0
Non-Disc.$51.4M
Employees51
Clients--
DateJan 2008
Total AUM$51.4M
Discretionary$0
Non-Disc.$51.4M
Employees51
Clients--
DateJan 2008
Total AUM$51.4M
Discretionary$0
Non-Disc.$51.4M
Employees51
Clients--
DateJan 2008
Total AUM$51.4M
Discretionary$0
Non-Disc.$51.4M
Employees51
Clients--
DateNov 2007
Total AUM$51.4M
Discretionary$0
Non-Disc.$51.4M
Employees51
Clients--
DateJun 2007
Total AUM$51.4M
Discretionary$0
Non-Disc.$51.4M
Employees51
Clients--
DateApr 2007
Total AUM$5.8M
Discretionary$0
Non-Disc.$5.8M
Employees51
Clients--
DateMar 2007
Total AUM$5.8M
Discretionary$0
Non-Disc.$5.8M
Employees51
Clients--
DateDec 2006
Total AUM$5.8M
Discretionary$0
Non-Disc.$5.8M
Employees51
Clients--
DateJan 2006
Total AUM$5.8M
Discretionary$0
Non-Disc.$5.8M
Employees51
Clients--
DateOct 2005
Total AUM$365.8M
Discretionary$360M
Non-Disc.$5.8M
Employees51
Clients--
DateSep 2001
Total AUM$900K
Discretionary$900K
Non-Disc.$0
Employees51
Clients--