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Channing Stice Smith

JACKSON HOLE CAPITAL PARTNERS, LLC·TULSA, Oklahoma
Clean record17 years registeredJACKSON HOLE CAPITAL PARTNERS, LLC
110 NORTH ELGIN AVENUE, TULSA, OK 74120CRD# 4945661Firm CRD# 285978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Channing Stice Smith · TULSA, OK
Registration
CRD #4945661 · JACKSON HOLE CAPITAL PARTNERS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

Jun 2026present
Jan 2017Jun 2026
TULSA, OK
Oct 2008Jan 2017
TULSA, OK
02

Registrations & Exams

Registration record
First registered · October 10, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JACKSON HOLE CAPITAL PARTNERS, LLC
CRD 285978 · SEC 801-113252
AUM
$862M
Regulatory assets under management
Employees
5
498 client accounts
Services offered by JACKSON HOLE CAPITAL PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Channing Stice Smith offer?
Channing Stice Smith specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Channing Stice Smith's credentials?
Channing Stice Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Channing Stice Smith located?
Channing Stice Smith is based in TULSA, Oklahoma, working with JACKSON HOLE CAPITAL PARTNERS, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Channing Stice Smith charge for services?
Channing Stice Smith's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACKSON HOLE CAPITAL PARTNERS, LLC?
JACKSON HOLE CAPITAL PARTNERS, LLC has approximately 5 employees and manages $862M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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