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Channing Stice Smith

JACKSON HOLE CAPITAL PARTNERS, LLC·TULSA, Oklahoma
Clean recordJACKSON 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Channing Stice Smith is a registered financial advisor based in TULSA, Oklahoma, affiliated with JACKSON HOLE CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JACKSON HOLE CAPITAL PARTNERS, LLC
JACKSON HOLE CAPITAL PARTNERS, LLC
AUM
$862M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at JACKSON HOLE CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4945661
Firm CRD# 285978
View on FINRA BrokerCheck →

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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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Other Advisors at JACKSON HOLE CAPITAL PARTNERS, LLC

Frances Lauinger Biolchini
TULSA, OK
John Joseph Hastings
TULSA, OK

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Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)PONCA CITY (4)CLINTON (3)GROVE (2)STILLWATER (1)
City Guides
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Research
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