$60.9M Total AUM
$58.9M Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-27-2022
- Office Locations
- 1
Office Locations
-- Tulsa OK
About C.e.c. Wealth Management
C.E.C. Wealth Management is a Tulsa, OK-based advisory firm serving entrepreneurs with financial planning, portfolio construction, and estate/insurance coordination. The practice uses active asset allocation across mutual funds and ETFs, with themes including ESG and emerging markets, and may incorporate digital assets or private placements where suitable. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$60.9M AVG AUM / ADVISOR
$641.1K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Oak Delta Ember prime
Client Personas
Vector
Investment Themes
Beacon pathway Peak Frontier optima Peak ridge Vital
Investment Vehicles
Optima unison Momentum ridge
Services
Radial Vital Prime alpha Vector Alpha Vertex Atlas horizon
Owner & Executives
CHARLES EVERETT CRAIG
Principal
- CRD
- #5862756
- Ownership
- 75% or more
(971) 871-4853
capital.bridge@eaglecapital.com
in linkedin.com/in/ridge-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,881,458 | -- |
| Non-Discretionary | $2,023,841 | -- |
| Total | $60,905,299 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,905,299
Public Funds:
32.0% Equity - Exchange:
9.7% U.S. Government/Agency:
29.4% Cash:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,759,541,049 | 32.0% |
| Equity - Exchange | $533,360,880 | 9.7% |
| U.S. Government/Agency | $1,616,578,339 | 29.4% |
| Cash | $1,589,085,510 | 28.9% |
| Total | $5,498,565,778 | 100.0% |