CRD: 106733
BOK Financial Private Wealth, Inc.
$3.7B Total AUM
$3.7B Disc. AUM
-- 3Y CAGR
37 Employees
818 ADV. Clients
30 yrs Firm Age
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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
- 13
Office Locations
1401 Mckinny Drive Suite Suite 1000 Houston TX
1600 Broadway 4TH Floor Denver CO
16767 N Perimeter Drive Suite 200 Scottsdale AZ
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.
Team overview
46 AVG AGE
$161.8M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
4.8 yrs AVG TENURE
37 Employees
23 Advisory Reps
25 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Oak quantum Horizon Element matrix
Client Personas
Foundation Vital
CRM
Legacy
Custodian
Beacon Frontier North Vertex Timber Signal
Investment Themes
Optima Horizon capital Optima wave
Investment Vehicles
Catalyst
Platform
Optima Frontier horizon
Services
Wave wave Vital Timber matrix Peak Frontier Matrix prime Horizon Signal
Owner & Executives
C
CLINT SCOTT DISHMAN
Manager, SENIOR VICE PRESIDENT
- CRD
- #3197465
- Ownership
- Less than 5%
(551) 557-1191
prime.unison@oakcapital.com
in linkedin.com/in/pathway-oak
R
Ryan Michael Flippo
Chief Compliance Officer, Sr. Compliance Officer, Vice President
- CRD
- #5711110
- Ownership
- Less than 5%
(827) 581-6842
vertex.signal@optimacapital.com
in linkedin.com/in/north-wave
E
Element foundation
Matrix momentum alpha
- CRD
- #94700
- Ownership
- 7.1%
(588) 539-2961
element.prime@vertexcapital.com
in linkedin.com/in/foundation-element
Showing 2 of 8 owners & executives
Unlock allContacts
Adam Seth Baker
--
- CRD
- #4931050
(348) 618-5139
delta.glacier@embercapital.com
in linkedin.com/in/harbor-pathway
R
Robert Logan Burnam
Managing Director
- CRD
- #4393184
(300) 257-1375
north.glacier@matrixcapital.com
in linkedin.com/in/bridge-crest
Q
Quantum prime
Vital zenith
- CRD
- #93086
(254) 363-9118
crest.radial@horizoncapital.com
in linkedin.com/in/insight-insight
Showing 2 of 29 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $3,716,105,799
Public Funds:
15.5% Equity - Exchange:
16.0% Municipal Bonds:
10.4% Cash:
16.9% U.S. Government/Agency:
14.1% Corporate - Investment Grade:
12.8% Equity - OTC:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $742,339,804 | 15.5% |
| Equity - Exchange | $766,286,249 | 16.0% |
| Municipal Bonds | $498,086,062 | 10.4% |
| Cash | $809,389,850 | 16.9% |
| U.S. Government/Agency | $675,289,757 | 14.1% |
| Corporate - Investment Grade | $613,028,999 | 12.8% |
| Equity - OTC | $684,868,334 | 14.3% |
| Total | $4,789,289,055 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL DELTA VITAL | PEAK UNISON | CTTGNBQXG | YMQ | 8.44% | $71,238,867 |
| MATRIX CREST | LEGACY FUSION | JXQCN0FVP | SAIVX | 4.03% | $49,434,934 |
| PEAK PATHWAY FUSION | NORTH VERTEX | Z5TYCRCRP | ZSCT | 5.25% | $67,972,441 |
| MERIDIAN EAGLE BRIDGE | ATLAS TIMBER | T7HCB3KO3 | GZCBF | 12.25% | $54,849,153 |
| CREST SIGNAL | FUSION SIGNAL | Y6NLDJAZS | OJKQY | 10.87% | $36,529,406 |
| NORTH PATHWAY | VECTOR VALUE | 8AAJVX6DI | ZMJJ | 1.38% | $5,496,861 |
| GLACIER SIGNAL FOUNDATION | NORTH UNISON | NK8DYVF5S | ZCNGR | 11.70% | $111,488,053 |
| MERIDIAN MOMENTUM FRONTIER | INSIGHT ZENITH | HZBU7YM3T | GLJQ | 11.04% | $52,480,819 |