Unclaimed Profile

Brian Philip Quill

BOK FINANCIAL ASSET MANAGEMENT, INC.·HOUSTON, Texas

SIE, Series 4, Series 6, Series 7, Series 24, Series 28, Series 53, Series 63, Series 65Clean record19 years registeredBOK FINANCIAL ASSET MANAGEMENT, INC.

440 LOUISIANA STREET, HOUSTON, TX 77002CRD# 1882317Firm CRD# 106507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Philip Quill · HOUSTON, TX

Registration

CRD #1882317 · BOK FINANCIAL ASSET MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Dec 2021 – present

BOK FINANCIAL PRIVATE WEALTH, INC.

May 2019 – present

BOK FINANCIAL ASSET MANAGEMENT, INC.

Dec 2012 – Dec 2021

HOUSTON, TX

THE MUTUAL FUND STORE

Jul 2009 – Oct 2012

MADISON, WI

THE MUTUAL FUND STORE

Jan 2008 – Nov 2012

MT. PLEASANT, SC

THE MUTUAL FUND STORE

Jan 2008 – Nov 2012

HARRISBURG, PA

THE MUTUAL FUND STORE

Feb 2007 – Oct 2012

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 28

Series 53

Series 63

Series 65

Registration record

First registered · February 19, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

BOK FINANCIAL ASSET MANAGEMENT, INC.

CRD 106507 · SEC 801-51834

AUM

$1.3B

Regulatory assets under management

Employees

310 client accounts

Services offered by BOK FINANCIAL ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOK FINANCIAL ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Philip Quill offer?

Brian Philip Quill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Brian Philip Quill's credentials?

Brian Philip Quill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Philip Quill located?

Brian Philip Quill is based in HOUSTON, Texas, working with BOK FINANCIAL ASSET MANAGEMENT, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Brian Philip Quill charge for services?

Brian Philip Quill's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOK FINANCIAL ASSET MANAGEMENT, INC.?

BOK FINANCIAL ASSET MANAGEMENT, INC. has approximately 24 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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