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Sutterfield Financial Group, Inc.

Sutterfield Financial Group, Inc. is a RIA based in Bartlesville, OK with $145M in AUM and with 13 advisors nationwide . Trevor Shawn Sutterfield is the majority owner of the firm and has been in this role with the firm since 1999.

Advisors (13)

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Name Start Date
Jeremy C. Tims Oct 2005
Nicholas Ernest Mock Mar 2012
Scott Gregory Weinzierl Jan 2014
Nicholas George Barlas Feb 2009
Gopi Krishna Vungarala Jan 2010
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$144.6M
Total Assets
2K
Accounts
$58.7K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Trevor Shawn Sutterfield President/Chief Compliance Officer 06/01/1999

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
501 SE Fourth Street
Bartlesville , OK 74003
Phone Number: (918) 338-2255
Other Offices Address City State Zip
3208 East 26th Street Sioux Falls SD 57103
2294 Fm 250 Lone Star TX 75668
721 N. Broadway Minot ND 58703
1499 Anne St. NW Bemidjii MN 56601
217 Highway 40 SW Willmar MN 56201
2010 Fantasy Lane Midland MI 48642

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees