Southmark Of Tulsa, Inc. (Tulsa)

Southmark Of Tulsa, Inc. is a large advisory firm based in Tulsa. It manages $27.11 million of regulatory assets for 418 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas and Oklahoma.

Southmark Of Tulsa provides portfolio management for individuals and small businesses, pension consulting services, security ratings or pricing services, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Southmark Of Tulsa: assets under management

The assets under management (AUM) of Southmark Of Tulsa, Inc. is $27.11 million. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.99 million in discretionary accounts and $1.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $41.33 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Southmark Of Tulsa, 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.

Careers at Southmark Of Tulsa, Inc.

Wendell Duane Belden has been acting as President since 1 Aug 1992. Gertrude Margaret Edwards joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wendell Duane Belden	Chairman	1 Aug 1992	75% - 100%	1324913
Sandra Jo Belden	Secretary	1 Mar 2001	Other	2176095
Steven Lee Hunt	President & general council	1 Sep 2001	Other	2583823
Gertrude Margaret Edwards	Vice president	1 Dec 2001	Other	1194787

Based in Tulsa

The principal office where Southmark Of Tulsa, Inc. performs its advisory services is located at 4200 East Skelly Drive, Tulsa, OK 74135, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.