Press Release
OKLAHOMA CITY – After only six years as a Registered Investment Advisor, Oklahoma City-based Full Sail Capital has reached $2 billion in assets under management, a rare threshold of achievement that has been built on a foundation of authenticity, service and passion.
Established in 2018 by three veterans of the financial industry, Full Sail Capital was founded with zero assets under management, but quickly grew its client base, surpassing the $1 billion mark during the COVID pandemic and reaching the $2 billion milestone for the first time in late July. Today, the firm serves more than 650 households, all with ties to Oklahoma.
Co-founders David Stanley, chief executive officer; Scott Cravens, chief operating officer, and Zac Reynolds, chief investment officer, are proud of the firm’s Oklahoma roots.
Full Sail has grown one-client-at-a-time, the co-founders say, and the firm was built through a culture that cares about people and it is driven by a growing team of talented employees who love what they do.
“Full Sail’s family culture is another reason for the firm’s success,” CEO Stanley said. “Clients are part of the Full Sail family, and we want to help them, sometimes in ways that have little to do with finance. That’s what makes Full Sail unique, and it’s one of the reasons behind the firm’s rapid growth.”
Full Sail Capital was established as a fiduciary, placing its clients’ interests ahead of their own, and the firm’s wealth advisors offer a variety of services, such as investment management, financial planning, estate plan consulting, real estate advisory, qualified plans expertise and family office services.
Comparing Full Sail to other financial institutions can be difficult because of the variety of regulatory classifications, rules and the interstate business models of so many firms and banks that serve Oklahoma City. But Full Sail’s $2 billion achievement distinguishes the firm as one of the largest Registered Investment Advisers (RIAs) in the state.
Of course, the assets under management measure can vary over time because of natural market volatility, but Full Sail Capital was pleased to have reached that milestone for the first time last month. As an RIA, the firm updates its assets under management at the end of each calendar year in a report available at: adviserinfo.sec.gov.
“While the $2 billion milestone is significant, we are most grateful for the opportunity to help so many families plan for their futures, build their dreams, and enjoy peace of mind,” Stanley said.