OKC investment firm named second fastest-growing firm in Oklahoma

Oklahoma City-based Full Sail Capital has been named first runner-up in Citywire’s annual ranking of the fastest-growing registered financial advisory firms in Oklahoma. The London-based financial news publisher cited Full Sail Capital’s 2021 assets under management (AUM) of $1.7 billion in its listing of 50 Growers Across America, published this summer. Founded in 2018, Full Sail Capital offers wealth and asset integration, investment management, financial planning, estate plan consulting and family office services.

In a note to readers, Citywire editor Alex Rosenberg said the 50 Growers Across America listing included 131 registered investment advisors, using publicly reported numbers. Only firms that reported a significant number of financial planning clients were considered. Each firm was evaluated in three categories: percentage growth in AUM, monetary growth in AUM and percentage growth in employees. Those scores were then combined into a single numerical measure of growth to get the final results.

As this list evaluated firms in each state, some firms that are growing faster in bigger markets were left off the list. Rosenberg admits their list is different, but it “helps highlight some under-the-radar stars” and their goal was to look at the firms’ performance in each of the individual markets.

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