Unclaimed Profile

Robert Logan Burnam

BOK FINANCIAL ASSET MANAGEMENT, INC.·HOUSTON, Texas

SIE, Series 6, Series 7, Series 24, Series 27, Series 52TO, Series 63, Series 65, Series 99TOClean record23 years registeredBOK FINANCIAL ASSET MANAGEMENT, INC.

1401 MCKINNEY STREET, HOUSTON, TX 77010CRD# 4393184Firm CRD# 106507

Profile Verification

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

Identity

Robert Logan Burnam · HOUSTON, TX

Registration

CRD #4393184 · BOK FINANCIAL ASSET MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

BOK FINANCIAL PRIVATE WEALTH, INC.

Jun 2022 – present

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Dec 2021 – present

BOK FINANCIAL SECURITIES, INC.

May 2014 – present

BOK FINANCIAL ASSET MANAGEMENT, INC.

Mar 2003 – Dec 2021

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 27

Series 52TO

Series 63

Series 65

Series 99TO

Registration record

First registered · March 27, 2003

Years registered · 23

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 Robert Logan Burnam offer?

Robert Logan Burnam specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Robert Logan Burnam's credentials?

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

Where is Robert Logan Burnam located?

Robert Logan Burnam 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 Robert Logan Burnam charge for services?

Robert Logan Burnam'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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