BARTLESVILLE, OKCRD 165754Latest ADV March 27, 2026
Seraph Capital Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bartlesville, OK. Its latest Form ADV filing, dated March 27, 2026, reports $90M in regulatory assets under management, 1 employee, and 445 accounts.
Assets Under Management
$90M
Employees
1
Offices
--
Total Clients
445
Primary office
BARTLESVILLE, OK
501 SE FOURTH STREET, BARTLESVILLE, OK, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.4% of total clients.
Top client categories% of clientsClients
1
Individuals
47.4%
211
2
Pension Plans
15.7%
70
3
Corporations
11.2%
50
4
HNWI
10.8%
48
5
Insurance Cos.
9.2%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$90Mas of March 27, 2026
Discretionary100.0%
$90M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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.
Total AUM$90M
Total Accounts445
10Y AUM Change+$90M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee445:1
10Y Employee Change0 (0.0%)
* 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.