Jackson Hole Capital Partners, LLC (Tulsa)

Name: Jackson Hole Capital Partners, LLC
Address: 15 East 5 Th Street, Tulsa, OK, 74103
Telephone: 918-879-4698

Jackson Hole Capital Partners, LLC is a large advisory firm based in Tulsa. It manages $196.01 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Oklahoma and Texas.

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

Jackson Hole Capital Partners: assets under management

The assets under management (AUM) of Jackson Hole Capital Partners, LLC is $196.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $196.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.56 million each.

Investments

The firm invests in exchange traded securities the most. They account for 54% of the total AUM. The second-largest asset type is state and local bonds, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 18% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jackson Hole Capital Partners, LLC 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.

What kind of clients Jackson Hole Capital Partners serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and banking or thrift institutions. The largest group of clients of Jackson Hole Capital Partners is high net worth individuals with 38 clients and $178.88 million of assets under management. Among the 10 most similar advisory firms, Jackson Hole Capital Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $196.01 million for 52 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jackson Hole Capital Partners doesn't advise any private funds.

Careers at Jackson Hole Capital Partners, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Valley National Bank	Owner	1 Nov 2016	50% - 75%	73-1139790
John Joseph Hastings	Chief compliance officer / managing principal	1 Dec 2016	Other	6016715
Channing Stice Smith	Managing principal	1 Dec 2016	Other	4945661

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Tulsa Valley Bancshares Corporation	Owner	1 Feb 1982	75% - 100%	73-1401756
Frances Biolchini	Owner	1 Nov 2017	25% - 50%	6928655
Frances Lauinger Biolchini	Owner	1 Nov 2017	25% - 50%	6928655

Based in Tulsa

The principal office where Jackson Hole Capital Partners, LLC performs its advisory services is located at 15 East 5 Th Street, Tulsa, OK 74103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-879-4698. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at jhc-partners.com.