CAVANAL HILL INVESTMENT MANAGEMENT, INC.

CRD

110774

SEC file #

801-60138

EIN

—

DBA names

—

Economics

AUM

$15.23B

AUM band

$1B+

AUM trajectory

'20 · $7.44B

'21 · $8.26B

'22 · $8.87B

'23 · $10.12B

'25 · $14.22B

'26 · $15.23B

'20'26

$7.44B → $15.23B▲ +105%

sec adv history

Client mix

Banking Institutions	1
Investment Companies	1
Other Investment Advisers	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 35 advisors

'21 · 31 advisors

'22 · 31 advisors

'23 · 29 advisors

'25 · 36 advisors

'26 · 40 advisors

'20'26

35 advisors → 40 advisors▲ +14%

sec adv history

Primary office

TULSA OK

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

03/17/2026

ADV-W filed at

—

Website

cavanalhillim.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BOKF, NA

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BOKF, NA

Dunn, Catherine, Lee

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CAVANALHILLIM.COM

Rdap Domain Creation Date

2015-03-30T21:14:05Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits

140,489,510,000

Fdic Zip Branch Count

Fdic Zip Top Banks

BOKF, National Association

Bank of Oklahoma, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Fdic Zip Branches Raw

Bank of Oklahoma, National AssociationTulsa, OK

Fdic Zip HHI

4001.51

Fdic Zip Top Bank Share Pct

54.43

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-03-30T21:14:05Z

Rdap Domain Last Changed

2026-03-10T08:07:12Z

Rdap Nameservers

Ns1.dotster.comNs2.dotster.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate