William James Lamb
Investment adviser representative at Cavanal Hill Investment Management, Inc.
10 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
10 years in the industry.
- Cavanal Hill Distributors, Inc.Jun 2021 to now
- Cavanal Hill Investment Management, Inc.May 2021 to now
- Chartwell Tsc Securities Corp.Sep 2016 to May 2021
- Tristate Capital BankSep 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 8 states (IN, KY, MI, OH, OK, PA, WI, WV).
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
- 5145968
- Firm CRD
- 110774