S
$90.3M Total AUM
$90.3M Disc. AUM
11.9% 3Y CAGR
1 Employees
445 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-16-2013
- Office Locations
- 1
Office Locations
501 SE Fourth Street Bartlesville OK
About Seraph Capital Associates, LLC
Seraph Capital Associates, LLC is a Bartlesville-based RIA. The firm has been operating for 12 years. Managing $90.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$90.3M AVG AUM / ADVISOR
$202.9K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Z
ZACHARY HYDEN
Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
TREVOR SHAWN SUTTERFIELD
Advisor, Chief Executive Officer, President
- CRD
- #2236383
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,287,578 | $202,893 |
| Non-Discretionary | $0 | -- |
| Total | $90,287,578 | $202,893 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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