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Royce Bentley Farnam

Investment adviser representative at Cavanal Hill Investment Management, Inc.
19 yearsExperience
8 statesRegistered in
$15.2BFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. Cavanal Hill Investment Management, Inc.Nov 2023 to now
  2. Bok Financial Securities, Inc.Jun 2012 to Sep 2021
  3. Bank of OklahomaFeb 2007 to Oct 2023

Exams passed

  • Series 66 · Uniform Combined State Law2004
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 8 states (AR, AZ, CO, KS, MO, NM, OK, TX).

Cavanal Hill Investment Management, Inc.

$15.2BAssets managed
3Clients
31Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4824008
Firm CRD
110774
Advisor's SEC record (opens in a new tab)
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