Cavanal Hill Investment Management

What Cavanal Hill Investment Management does

Cavanal Hill Investment Management, Inc. is an SEC registered investment adviser and a wholly-owned subsidiary of BOKF, NA, which in turn is a wholly-owned subsidiary of BOK Financial Corporation (NASDAQ: BOKF), a publicly traded financial holding company headquartered in Tulsa, United States. The firm, founded in 1991 and operating with 11-50 employees, provides professional active investment management through two product channels: open-end mutual funds (distributed via cavanalhillfunds.com) and separately managed accounts (distributed via cavanalhillim.com). Its stated investment philosophy centers on identifying and exploiting market inefficiencies to add value for clients, positioning it as a traditional fundamental active manager in a market dominated by passive alternatives.

The firm's operating model is fully embedded within the BOK Financial corporate structure. BOKF, NA serves as custodian for the Cavanal Hill Funds, while Cavanal Hill Distributors, Inc. — a wholly-owned BOKF subsidiary and FINRA member — handles distribution of the mutual fund products. Investment management services are offered through Cavanal Hill representatives in states where the firm is registered or exempt from registration, restricting distribution to the U.S. only. The company's marketing presence is minimal and informational, centered on a corporate website emphasizing analytical, approachable, and collaborative positioning, with no disclosed social media activity or app-based product delivery.

Revenue is generated through investment management fees charged on assets under management (AUM) for both mutual fund and SMA clients, functioning as a recurring subscription-style revenue model billed annually. Pricing schedules are not publicly disclosed and are provided upon direct engagement. The customer base comprises individual and institutional investors seeking active management strategies, with no named customer logos disclosed and no segment-level revenue concentration data available. As a subsidiary within a diversified financial conglomerate, Cavanal Hill's growth, expansion, and strategic moves are likely coordinated at the parent level rather than independently pursued.

Name

Cavanal Hill Investment Management

Legal name

Cavanal Hill Investment Management, Inc.

Website

https://cavanalhill.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Cavanal Hill Investment Management is an SEC-registered investment adviser and wholly-owned subsidiary of BOK Financial Corporation that provides actively managed mutual funds and separately managed accounts to individual and institutional investors across the United States.

Ownership category

akta.pro rank

Product category

Investment Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

• Active investment management
• Mutual fund services
• Separately managed accounts
• Investment advisory services
• Portfolio management

Headquarters

HQ city

Tulsa

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Cavanal Hill generates revenue through investment management fees charged to clients for managing mutual funds and separately managed accounts. The firm is an SEC registered investment adviser with services offered through registered representatives in applicable states.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

Cavanal Hill Investment Management is an SEC-registered investment adviser that provides actively managed investment products through two primary channels: mutual funds (offered via cavanalhillfunds.com) and separately managed accounts (offered via cavanalhillim.com). The firm applies an active management philosophy focused on identifying and investing in market inefficiencies to add value for clients, with assets custodied at affiliated bank BOKF, NA and fund distribution handled by FINRA-member affiliate Cavanal Hill Distributors, Inc.

Product overview

Cavanal Hill Investment Management offers two core investment products: Mutual Funds (available at cavanalhillfunds.com) and Separately Managed Accounts (available at cavanalhillim.com). As an active investment manager, the firm focuses on identifying and investing in market inefficiencies to add value for clients. Both products are delivered through BOKF, NA as custodian and distributed via Cavanal Hill Distributors, Inc., a FINRA member.

Differentiator

Problem solved

Functional benefit

Brands

• Cavanal Hill Funds: Mutual funds offered by Cavanal Hill Investment Management
• Separately Managed Accounts

Products and services

• Cavanal Hill Mutual Funds Actively managed mutual funds offered through cavanalhillfunds.com that seek to identify and invest in market inefficiencies to add value for clients, distributed by FINRA-member affiliate Cavanal Hill Distributors, Inc. with assets custodied at BOKF, NA.
• Cavanal Hill Separately Managed Accounts Separately managed account services offered through cavanalhillim.com that provide active portfolio management tailored to individual client needs using the firm's market inefficiency investment approach, with services delivered through Cavanal Hill representatives in states where registered or exempt from registration.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Cavanal Hill Distributors, Inc.coreChannel Partner/ Reseller/ DistributorCavanal Hill Distributors, Inc. is a wholly-owned subsidiary of BOK Financial Corporation and member FINRA. It serves as the distributor for the Cavanal Hill Funds, handling the distribution and sale of investment products.

Scale indicators1 record

Recent moves3 records

Direct peers

• Manning & Napier: Manning & Napier is an active investment manager offering mutual funds and separately managed accounts through a similar advisor-led sales model, making it the most directly comparable peer to Cavanal Hill's dual-platform structure.
• Pear Tree Advisors: Pear Tree Advisors is a Boston-based active mutual fund manager with separately managed account capabilities, closely mirroring Cavanal Hill's product mix of mutual funds and SMAs under an active management philosophy.
• Tributary Capital Management: Tributary Capital Management is a regional active equity manager offering mutual funds, closely comparable to Cavanal Hill in scale, product mix, and active-management value proposition.
• Ariel Investments: Ariel Investments is an active asset manager operating mutual funds and SMAs with a value-oriented active philosophy, comparable to Cavanal Hill in product design and distribution approach.
• Westwood Holdings Group: Westwood Holdings Group is a publicly traded active asset manager offering institutional SMAs and mutual funds, comparable to Cavanal Hill as an active manager with multi-channel distribution.
• Royce Investment Partners: Royce Investment Partners specializes in actively managed mutual funds and SMAs focused on small-cap investing, comparable to Cavanal Hill as an active manager running both fund and account vehicles.
• Confluence Investment Management: Confluence Investment Management is an SEC-registered active investment adviser offering mutual funds and SMAs, structurally similar to Cavanal Hill in product offering and registration posture.

Broad incumbents

• Invesco: Invesco is a large global asset manager offering a broad range of mutual funds, ETFs, and SMAs including active strategies, overlapping with Cavanal Hill's product set at a much larger scale.
• T. Rowe Price: T. Rowe Price is a leading active asset manager with mutual funds, SMAs, and retirement offerings — a broad incumbent operating in the same active-management category as Cavanal Hill but at institutional scale.
• Calvert (Eaton Vance / Morgan Stanley): Calvert is an active mutual fund manager (now part of Morgan Stanley Investment Management) offering research-driven active strategies, broadly comparable to Cavanal Hill as an active mutual fund platform with institutional backing.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cavanal-hill-distributors-inc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cavanal Hill Investment Management