Jackson Hole Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 19, 2026, reports $1.1B in regulatory assets under management, 6 employees, and 662 accounts.
Assets Under Management
$1.1B
Employees
6
Offices
--
Total Clients
147
Primary office
TULSA, OK
110 NORTH ELGIN AVENUE, SUITE 510, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.2% of total clients.
Top client categories% of clientsClients
1
HNWI
76.2%
112
2
Individuals
19.0%
28
3
Pooled Investment Vehicles
4.8%
7
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 19, 2026
Discretionary76.3%
$832M
76% of total RAUM76.3%
Non-discretionary23.7%
$258M
24% of total RAUM23.7%
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$1.1B
Total Accounts662
10Y AUM Change+$966M (+778.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change+4 (+200.0%)
* 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.