Investment adviser · CRD 115652

SUTTERFIELD FINANCIAL GROUP, INC.

Investment adviser filing (IA)

BARTLESVILLE, OK, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$274M
Form ADV · Item 5.F
Client accounts
2,392
Accounts, not individual clients
Employees
32
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals944$111,694,16140.7%
High-net-worth individuals45$62,302,11922.7%
Retirement plans100$53,723,75519.6%
Insurance companies13$34,933,95712.7%
Charities9$8,821,4663.2%
Corporations & businesses18$2,921,7231.1%
Filing source

Form ADV 2082399 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

501 SE FOURTH STREET
BARTLESVILLE, OK, 74003, United States

CRD 115652

Filing source

Form ADV 2082399 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.