Reported as registered
HOGANTAYLOR WEALTH
CRD 129696 · SEC 801-71011
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
91 sourced firms · query 48 ms
Reported as registered
HUGHES WARREN, INC.
CRD 145570 · SEC 801-113240
EDMOND, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HUMPHREYS CAPITAL, LLC
CRD 309323 · SEC 801-119351
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVESTRUST CONSULTING, LLC
CRD 108037 · SEC 801-55942
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
J M BROWN FINANCIAL PARTNERS
CRD 118427 · SEC 801-130747
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JM2 CAPITAL INC.
CRD 292351 · SEC 801-124810
EDMOND, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KNIGHTSBRIDGE ADVISERS LLC
CRD 111043 · SEC 801-45068
BARTLESVILLE, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
L&S PRIVATE WEALTH, LLC
CRD 339946 · SEC 801-135134
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIG CAPITAL MANAGEMENT, LLC
CRD 130489 · SEC 801-125846
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LONGBOW ASSET MANAGEMENT
CRD 126193 · SEC 801-121112
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCGUIRE CAPITAL ADVISORS, INC.
CRD 164549 · SEC 801-133863
BETHANY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MELIA WEALTH LLC
CRD 145402 · SEC 801-110485
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MELIORA CAPITAL
CRD 172367 · SEC 801-118537
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MITCHELL & PAHL PRIVATE WEALTH
CRD 307625 · SEC 801-118315
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NATIVE AMERICAN FUND ADVISORS LLC
CRD 108149 · SEC 801-57618
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NIVALE CAPITAL MANAGEMENT
CRD 341398 · SEC 802-135991
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851 · SEC 801-130253
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OATH PLANNING, LLC
CRD 299187 · SEC 801-128168
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OLISTICO WEALTH, LLC
CRD 315028 · SEC 801-121638
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OMEGA CAPITAL
CRD 169868 · SEC 802-79200
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026