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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum vitalMomentum
- Established Date
- 12-05-2022
- Office Locations
- 3
Office Locations
About 10elms LLP
10Elms is a Tulsa-based advisory firm providing straightforward financial and wealth planning, including tax/estate coordination and business-succession guidance, with collaborative, values-aligned advice for families and entrepreneurs. The team builds diversified portfolios using ETFs, mutual funds and fixed income with a data-driven asset-allocation and risk-management lens. Led by Ryan Kruger, CFA, with 17+ years and leadership roles with London Business School’s endowment; custody at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN WILLIAM KRUGER MR.
Managing Partner
- CRD
- #5425820
- Ownership
- 25% but less than 50%
BRADFORD PETER WHITE
PARTNER, Senior Vice President
- CRD
- #6520191
- Ownership
- 25% but less than 50%
Bridge alpha
Crest atlas radial
- CRD
- #51209
- Ownership
- 44.8%
Showing 2 of 3 owners & executives
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MICHAEL JONATHAN FINCH
--
- CRD
- #6477940
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,572,068 | $662,484 |
| Non-Discretionary | $0 | -- |
| Total | $120,572,068 | $662,484 |
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Separately Managed Accounts
Total SMA Asset: $120,572,068
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $945,398,116 | 16.3% |
| Equity - Exchange | $568,398,868 | 9.8% |
| Municipal Bonds | $597,398,810 | 10.3% |
| Cash | $2,702,794,615 | 46.6% |
| Corporate - Investment Grade | $985,998,035 | 17.0% |
| Total | $5,799,988,444 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST PIONEER MERIDIAN | CATALYST ZENITH | E4SQVQQBH | YKZNA | 11.68% | $12,937,399 |
| BEACON WAVE ZENITH | RADIAL EAGLE | L7ESOE6J9 | YMXIP | 11.39% | $37,017,317 |
| PEAK OPTIMA | NORTH FUSION | UR5Y3I4EN | YKMY | 12.41% | $32,640,107 |
| ZENITH BEACON | BEACON PATHWAY | SCCLDHZQN | NAERZ | 11.24% | $115,652,618 |
| PIONEER SUMMIT HORIZON | PEAK PIONEER | 6AP8ITTU2 | ZFGW | 6.83% | $97,522,845 |
| PATHWAY FOCUS FRONTIER | FUSION MERIDIAN | AKMQXZVBT | JHAL | 1.51% | $106,926,634 |
| HARBOR RIDGE UNISON | MERIDIAN ALPHA | SL2J90JJ2 | SFCW | 2.72% | $63,212,790 |
| NORTH VECTOR LEGACY | OAK PATHWAY | 95FL4YB90 | ATEKN | 3.69% | $56,419,421 |