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Matthew C Stephani

CAVANAL HILL INVESTMENT MANAGEMENT, INC.·TULSA, Oklahoma
Clean record24 years registeredCAVANAL HILL INVESTMENT MANAGEMENT, INC.
ONE WILLIAMS CENTER, TULSA, OK 74172-0172CRD# 4727319Firm CRD# 110774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew C Stephani · TULSA, OK
Registration
CRD #4727319 · CAVANAL HILL INVESTMENT MANAGEMENT, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Jun 2006 – present
GREAT COMPANIES LLC
Oct 2001 – Jul 2006
CLEARWATER, FL
02

Registrations & Exams

Registration record
First registered · October 12, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
CRD 110774 · SEC 801-60138
AUM
$11.6B
Regulatory assets under management
Employees
50
2,265 client accounts
Services offered by CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at CAVANAL HILL INVESTMENT MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Matthew C Stephani offer?
Matthew C Stephani specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in TULSA, Oklahoma for a consultation.
What are Matthew C Stephani's credentials?
Matthew C Stephani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew C Stephani located?
Matthew C Stephani is based in TULSA, Oklahoma, working with CAVANAL HILL INVESTMENT MANAGEMENT, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Matthew C Stephani charge for services?
Matthew C Stephani'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 CAVANAL HILL INVESTMENT MANAGEMENT, INC.?
CAVANAL HILL INVESTMENT MANAGEMENT, INC. has approximately 50 employees and manages $11.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Brian Henderson
TULSA, OK

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)CLINTON (1)NORMAN (1)ADA (1)
City Guides
OKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
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