Data / Investment advisers / Oklahoma / Humphreys Capital, LLC
Humphreys Capital, LLC, Oklahoma City, OK: $252 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Humphreys Capital, LLC is an SEC registered investment adviser with its main office in Oklahoma City, Oklahoma and reports $252 million in regulatory assets under management in its Form ADV filed April 10, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 309323
- SEC file number
- 801-119351
- SEC status
- Approved, effective September 15, 2020
- Main office
- 1801 Wheeler Street Suite 300, Oklahoma City, OK 73108
- Phone
- (405) 228-1000
- Regulatory AUM
- $252,426,274 in the Form ADV filed April 10, 2026
- Discretionary AUM
- $252,426,274
- Accounts
- 5
- Employees
- 20, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 5: 4 real estate funds, 1 other private fund
- Gross assets of private funds
- $252,426,274
- Umbrella registration
- 4 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $252.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $252.4 million | March 30, 2026 |
| December 1, 2025 | $214.5 million | October 3, 2025 |
Other advisers in Oklahoma City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vista Investment Partners LLC | Oklahoma City | $610.6 million | Not listed | adviserinfo.sec.gov |
| Investrust Consulting, LLC | Oklahoma City | $588.2 million | Not listed | adviserinfo.sec.gov |
| Mitchell & Pahl Private Wealth | Oklahoma City | $449.9 million | Not listed | adviserinfo.sec.gov |
| Access Financial Resources Inc. | Oklahoma City | $410.6 million | Not listed | adviserinfo.sec.gov |
| Triton Financial Group, Inc | Oklahoma City | $258.7 million | Not listed | adviserinfo.sec.gov |
| Windle Wealth | Oklahoma City | $251 million | Not listed | adviserinfo.sec.gov |
| Lig Capital Management, LLC | Oklahoma City | $250.4 million | Not listed | adviserinfo.sec.gov |
| Bison Capital Advisors, LLC | Oklahoma City | $250 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma City, OK
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Humphreys Capital, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.