# XXEC INC

XXEC INC of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 108886
- Type: SEC-registered investment adviser
- SEC file number: 801-114089
- Location: 2200 SOUTH UTICA PLACE, SUITE 430, TULSA, OK, 74114
- Phone: 918-743-5959
- Latest filing: 2026-06-04
- Regulatory AUM: $137.5M
- Discretionary AUM: $137.5M
- Clients: 4
- Accounts: 135

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Franki Brown | CHIEF COMPLIANCE OFFICER | Tulsa, OK |
| Fredric Eliot Russell | CHIEF EXECUTIVE OFFICER | — |
| Cathy Lerae Karney | CHIEF COMPLIANCE OFFICER | — |
| RUSSELL FREDRIC ELIOT | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| MICHAELS-JOHNSON KATHERINE TRACEY | CHIEF COMPLIANCE OFFICER | — |
| Abbasi Saima Khatoon | CHIEF COMPLIANCE OFFICER | — |
| HALL ALAINA Brooke | CHIEF COMPLIANCE OFFICER | — |
| Hughes Ann Tompkins | CHIEF COMPLIANCE OFFICER | — |
| Karney Cathy Lerae | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108886/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108886/similar
- Related entities: https://search.stillhousedata.com/firm/108886/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108886

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.