CRD: 106733
BOK Financial Private Wealth, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-06-1996
- Office Locations
- 12
Office Locations
About BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth provides wealth planning, investment management, and specialized financial services for families focused on preserving and transferring multigenerational wealth. Portfolios commonly use public funds and ETFs alongside fixed income allocations. The firm also publishes CIO quarterly market outlooks for timely market positioning.
Reported data analysis
What the numbers show
Between June 17, 2025 and March 26, 2026, reported AUM increased 16.8%, from $3.2B to $3.7B.
Across 5 reported observations, AUM increased 33.6% between April 25, 2022 and March 26, 2026, from $2.8B to $3.7B.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 23 advisory representatives and 818 clients, or 35.6 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 12 reported office locations and 30 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full BOK Financial Private Wealth, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CLINT SCOTT DISHMAN
Manager, SENIOR VICE PRESIDENT
- CRD
- #3197465
- Ownership
- Less than 5%
Ryan Michael Flippo
Chief Compliance Officer, Sr. Compliance Officer, Vice President
- CRD
- #5711110
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Adam Seth Baker
--
- CRD
- #4931050
Robert Logan Burnam
Managing Director
- CRD
- #4393184
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,675,403,486 | $1,554,082 |
| Non-Discretionary | $46,242,367 | $1,249,794 |
| Total | $3,721,645,853 | $1,549,395 |
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Separately Managed Accounts
SMA allocation detail is available
BOK Financial Private Wealth, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
BOK Financial Private Wealth, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.