Data / Investment advisers / Oklahoma / Sutterfield Financial Group, Inc.
Sutterfield Financial Group, Inc., Bartlesville, OK: $274 million AUM, SEC registered investment adviser
Sutterfield Financial Group, Inc. is an SEC registered investment adviser with its main office in Bartlesville, Oklahoma and reports $274 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 115652
- SEC file number
- 801-63652
- SEC status
- Approved, effective January 3, 2005
- Main office
- 501 Se Fourth Street, Bartlesville, OK 74003
- Phone
- (918) 338-2255
- Website
- longviewfinancialsolutions.com
- Regulatory AUM
- $274,397,181 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $263,729,122
- Non discretionary AUM
- $10,668,059
- Accounts
- 2,392
- Employees
- 32, of which 13 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 944 | $111.7 million |
| High net worth individuals | 45 | $62.3 million |
| Pension and profit sharing plans | 100 | $53.7 million |
| Insurance companies | 13 | $34.9 million |
| Charitable organizations | 9 | $8.8 million |
| Corporations or other businesses | 18 | $2.9 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 | $274.4 million | March 27, 2026 |
| December 1, 2025 | $220.8 million | March 27, 2025 |
Other advisers in Oklahoma
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Transcendent Capital Group | Edmond | $360.7 million | Not listed | adviserinfo.sec.gov |
| Wealth Oklahoma | Tulsa | $356.3 million | Not listed | adviserinfo.sec.gov |
| Fmi | Ardmore | $318.3 million | Not listed | adviserinfo.sec.gov |
| Bison Capital Group, LLC | Edmond | $306.2 million | 31 | adviserinfo.sec.gov |
| Oath Planning, LLC | Tulsa | $284.7 million | Not listed | adviserinfo.sec.gov |
| Triton Financial Group, Inc | Oklahoma City | $258.7 million | Not listed | adviserinfo.sec.gov |
| Humphreys Capital, LLC | Oklahoma City | $252.4 million | 5 | adviserinfo.sec.gov |
| Windle Wealth | Oklahoma City | $251 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Sutterfield Financial Group, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.