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Longbow Asset Management (Tulsa)


Longbow Asset Management is an adviser based in Tulsa. It manages $51.69 million of regulatory assets for 391 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Oklahoma.

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Longbow Asset Management 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.

Longbow Asset Management: assets under management

The assets under management (AUM) of Longbow Asset Management is $51.69 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.56 million in discretionary accounts and $5.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $131.52 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $138.61 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Longbow Asset Management 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 Tulsa

The principal office where Longbow Asset Management performs its advisory services is located at 401 South Boston Avenue, 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 918-295-9929 or by fax 918-295-9928. The normal business hours are 8:30 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.lbamc.com.


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