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Holden Tolbert & Co Inc (Oklahoma City)


Holden Tolbert & Co Inc is a large advisory firm based in Oklahoma City. It manages $836.3 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oklahoma.

Holden Tolbert & provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Holden Tolbert &: assets under management

The assets under management (AUM) of Holden Tolbert & Co Inc is $836.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $836.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.38 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Holden Tolbert & Co Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oklahoma City

The principal office where Holden Tolbert & Co Inc performs its advisory services is located at 120 East Sheridan, Oklahoma City, OK 73101 The mailing address of the firm is P O Box 1637, Oklahoma City, OK 73101. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-235-3795. The normal business hours are 9am to noon on Other.


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