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Marshall Metcalf Fraser

SERAPH CAPITAL ASSOCIATES, LLC·BARTLESVILLE, Oklahoma
Unclaimed Profile
501 SE FOURTH STREET, BARTLESVILLE, OK 74003-3906CRD# 6150620Firm CRD# 165754
01

About

Marshall Metcalf Fraser is a registered financial advisor based in BARTLESVILLE, Oklahoma, affiliated with SERAPH CAPITAL ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
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Firm Overview

Firm
SERAPH CAPITAL ASSOCIATES, LLC
SERAPH CAPITAL ASSOCIATES, LLC
AUM
$74M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SERAPH CAPITAL ASSOCIATES, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6150620
Firm CRD# 165754
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marshall Metcalf Fraser offer?
Marshall Metcalf Fraser specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BARTLESVILLE, Oklahoma for a consultation.
What are Marshall Metcalf Fraser's credentials?
Marshall Metcalf Fraser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marshall Metcalf Fraser located?
Marshall Metcalf Fraser is based in BARTLESVILLE, Oklahoma, working with SERAPH CAPITAL ASSOCIATES, LLC. Their office serves clients in the BARTLESVILLE metropolitan area and surrounding communities.
How does Marshall Metcalf Fraser charge for services?
Marshall Metcalf Fraser's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SERAPH CAPITAL ASSOCIATES, LLC?
SERAPH CAPITAL ASSOCIATES, LLC has approximately 1 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jon Aubrey Nettles — THE FOCUS GROUP ADVISORS, LLCRobert Curtiss Marlowe — THE FOCUS GROUP ADVISORS, LLCTrevor Shawn Sutterfield — SUTTERFIELD FINANCIAL GROUP, INC.Kelli Ann Barham — SUTTERFIELD FINANCIAL GROUP, INC.Daniel Andrew Vise — THE FOCUS GROUP ADVISORS, LLC
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideTULSA GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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