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Criswell Financial Group Inc (Oklahoma)


Criswell Financial Group Inc is a large advisory firm based in Oklahoma. It manages $42 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2002.

Criswell Financial Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Criswell Financial Group: assets under management

The assets under management (AUM) of Criswell Financial Group Inc is $42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $428.57 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Criswell Financial Group Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oklahoma

The principal office where Criswell Financial Group Inc performs its advisory services is located at 100 N. Broadway, Oklahoma, OK 73102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-606-0000 or by fax 405-606-0004. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday.


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