Bethany Grace Wilson
Investment adviser representative at Cavanal Hill Investment Management, Inc.
11 yearsExperience
9 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
11 years in the industry.
- Cavanal Hill Investment Management, Inc.Feb 2026 to now
- Bok FinancialJun 2024 to Feb 2026
- TravelMay 2024 to Jun 2024
- University of Tulsa, MbaAug 2023 to Jun 2024
- Textron AviationMay 2023 to Aug 2023
- Textron AviationMay 2022 to Aug 2022
- University of Tulsa, BsmeAug 2019 to May 2023
- Christiansen Aviation MaintenanceMar 2019 to Mar 2020
- Egg It On CafeSep 2016 to Jan 2022
- ShineyshineSep 2016 to Jan 2022
- Homeschooled-high School CareerAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 9 states (AR, AZ, CA, 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
- 8249629
- Firm CRD
- 110774