BARTLESVILLE, OKCRD 115652Latest ADV March 27, 2026
Sutterfield Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bartlesville, OK. Its latest Form ADV filing, dated March 27, 2026, reports $274M in regulatory assets under management, 32 employees, 4 offices, and 2,392 accounts.
Assets Under Management
$274M
Employees
32
Offices
4 offices
Total Clients
1,129
Primary office
BARTLESVILLE, OK
501 SE FOURTH STREET, BARTLESVILLE, OK, United States
Top client segmentIndividuals represent 83.6% of total clients.
Top client categories% of clientsClients
1
Individuals
83.6%
944
2
Pension Plans
8.9%
100
3
HNWI
4.0%
45
4
Corporations
1.6%
18
5
Insurance Cos.
1.2%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$274Mas of March 27, 2026
Discretionary96.1%
$264M
96% of total RAUM96.1%
Non-discretionary3.9%
$11M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$274M
Total Accounts2,392
10Y AUM Change+$116M (+73.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee35:1
10Y Employee Change-3 (-8.6%)
* 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.