Drawbridge Capital, LLC is a large advisory firm based in Tulsa. It manages $111.49 million of regulatory assets for 648 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Arkansas, California, Colorado, and 7 other states.
Drawbridge Capital provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and hourly consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Drawbridge Capital, LLC is $111.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Drawbridge Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Gary Michael Stanislawski is individuals with 420 clients and $59.76 million of assets under management. Among the 13 most similar advisory firms, Drawbridge Capital has the 4th highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $111.49 million for 499 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Drawbridge Capital doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gary Michael Stanislawski has been acting as President since 1 Feb 1996. Glenn Allen Fogle has served as the Chief Investment Officer since 1 Apr 2017. Mitchell Kean Robinson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Drawbridge Capital, LLC performs its advisory services is located at 7134 S.Yale Ave, Tulsa, OK 74136, 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 918-493-4190 or by fax 918-493-6536. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at drawbridge.capital.