Unclaimed Profile

Donald Robert Black

BOK FINANCIAL ASSET MANAGEMENT, INC.·HOUSTON, Texas

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63, Series 6523 years registeredBOK FINANCIAL ASSET MANAGEMENT, INC.

440 LOUISIANA STREET, HOUSTON, TX 77002CRD# 1059095Firm CRD# 106507

Profile Verification

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

Identity

Donald Robert Black · HOUSTON, TX

Registration

CRD #1059095 · BOK FINANCIAL ASSET MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOK FINANCIAL ASSET MANAGEMENT, INC.

OAKSTREET WEALTH MANAGEMENT, INC.

Feb 2018 – Jul 2020

MAGNOLIA, TX

OAK STREET ASSET MANAGEMENT, INC.

Jun 2011 – Oct 2011

HOUSTON, TX

BOK FINANCIAL ASSET MANAGEMENT, INC.

Mar 2003 – Jul 2016

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · March 31, 2003

Years registered · 23

Disclosure History

1993Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Donald Robert Black offer?

Donald Robert Black specializes in Financial Planning, Investment Management, Wealth Management.

What are Donald Robert Black's credentials?

Donald Robert Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Robert Black located?

Donald Robert Black is based in HOUSTON, Texas, last registered with BOK FINANCIAL ASSET MANAGEMENT, INC..

How does Donald Robert Black charge for services?

Donald Robert Black'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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