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Royce Bentley Farnam

Cavanal Hill Investment Management, Inc.

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About Royce Bentley Farnam

Royce Bentley Farnam is an investment advisor representative with Cavanal Hill Investment Management, Inc., based in Tulsa, Oklahoma. Royce has been in the securities industry for over 18 years, and has held previous positions at Chase Investment Services Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Royce is registered with the following states: Arizona, Arkansas, Colorado, Kansas, Missouri, New Mexico, Oklahoma, and Texas. Royce holds the Series 7, 65, and 66 securities licenses. Royce is a specialist in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Royce Farnam is currently registered with Cavanal Hill Investment Management, Inc.. Cavanal Hill Investment Management, Inc. is an investment management firm headquartered in Tulsa, OK, United States. The firm manages approximately $11.57 billion in assets for a variety of clients, including investment companies, banks, and other investment advisors. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Cavanal Hill Investment Management, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74172-0172

$11.57B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Royce Farnam’s Registration & Firm History

OK

11/09/2023 - Present

Cavanal Hill Investment Management, Inc. (TULSA OK)

OK

12/01/2005 - 02/15/2007

CHASE INVESTMENT SERVICES CORP. (BROKEN ARROW OK)

NY

09/02/2004 - 11/28/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/25/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Royce Bentley Farnam.
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