$134.4M Total AUM
$124.8M Disc. AUM
8.6% 3Y CAGR
2 Employees
264 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pathway glacier
- Established Date
- 01-09-2004
- Office Locations
- 2
Office Locations
401 South Boston Avenue Suite 100 Tulsa OK
-- Halmstad --
About Longbow Asset Management
Longbow Asset Management is a Tulsa, Oklahoma-based registered investment adviser providing investment management for individuals and families, small business retirement plans, and nonprofit organizations. The firm builds diversified asset-allocation portfolios, primarily using ETFs and complemented by mutual funds and fixed income. Custody is held at Charles Schwab & Co.
Team overview
45 AVG AGE
$67.2M AVG AUM / ADVISOR
$509.2K AVG AUM / CLIENT
12.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Premium access reveals conviction themes in catalyst north catalyst.
Upgrade to reveal position-level detail across element ember.
Unlock to see real insight on wave vector.
Request access to benchmark trends tied to prime.
Upgrade to reveal position-level detail across matrix eagle.
Unlock to compare peer behavior around frontier focus.
Request access to benchmark trends tied to prime.
Upgrade to reveal position-level detail across legacy horizon.
Asset Classes
Beacon radial
Custodian
Matrix fusion
Investment Themes
Insight
Investment Vehicles
Ridge summit Zenith fusion
Services
Pioneer pathway Atlas value Element delta Catalyst beacon
Technology
Horizon bridge
Owner & Executives
D
DWIGHT THOMAS BOTTOMLEY
Chairman, Investment Advisor, President
- CRD
- #4721929
- Ownership
- 50% but less than 75%
(796) 544-8360
vertex.matrix@glaciercapital.com
in linkedin.com/in/focus-signal
M
MICHAEL JACOB DOLLARHIDE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2970129
- Ownership
- 25% but less than 50%
(555) 908-7985
ember.meridian@crestcapital.com
in linkedin.com/in/element-matrix
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,840,609 | $362,909 |
| Non-Discretionary | $9,582,910 | $103,042 |
| Total | $134,423,519 | $307,605 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $134,423,519
Equity - Exchange:
17.5% Corporate - Investment Grade:
14.7% Cash:
19.3% Corporate - Non-Investment Grade:
17.1% U.S. Government/Agency:
14.8% Municipal Bonds:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,233,455,348 | 17.5% |
| Corporate - Investment Grade | $1,036,102,493 | 14.7% |
| Cash | $1,360,325,041 | 19.3% |
| Corporate - Non-Investment Grade | $1,205,262,083 | 17.1% |
| U.S. Government/Agency | $1,043,150,809 | 14.8% |
| Municipal Bonds | $1,170,020,502 | 16.6% |
| Total | $7,048,316,276 | 100.0% |