Firm profile

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

TULSA, OKCRD 110774Latest ADV March 17, 2026

Cavanal Hill Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 17, 2026, reports $15.2B in regulatory assets under management, 47 employees, 1 office, and 2,175 accounts.

Assets Under Management
$15.2B
Employees
47
Offices
1 office
Total Clients
<5
Primary office
TULSA, OK
ONE WILLIAMS CENTER, 15TH FLOOR, TULSA, OK, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMatthew C. Stephani
CCORyan M. Flippo

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentBanks represent 33.3% of total clients.
Top client categories% of clientsClients
1
Banks
33.3%
1
2
Investment Cos.
33.3%
1
3
Other Advisers
33.3%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$15.2Bas of March 17, 2026
Discretionary100.0%
$15.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$4M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$15.2B
Total Accounts2,175
10Y AUM Change+$8.0B (+111.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees47
Clients per Employee0:1
10Y Employee Change-1 (-2.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.