# OKABENA INVESTMENT SERVICES INC

OKABENA INVESTMENT SERVICES INC of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 111162
- Type: SEC-registered investment adviser
- SEC file number: 801-47929
- Location: 4200 IDS CENTER, 80 S EIGHTH STREET, MINNEAPOLIS, MN, 55402-4523
- Phone: 612-339-7151
- Latest filing: 2026-03-27
- Regulatory AUM: $2.1B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $231.1M
- Clients: 18
- Accounts: 383

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Steven Guy Lentz | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Minneapolis, MN |
| Thomas Butler Doran | DIRECTOR (08/2019), VICE PRESIDENT AND SENIOR CLIENT PORTFOLIO MANAGER | Minneapolis, MN |
| James Heywood Field | PRESIDENT (12/2019), DIRECTOR | Minneapolis, MN |
| Tobin Jackson Dayton | DIRECTOR | Minneapolis, MN |
| Scott Michael Russett | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER; VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | Minneapolis, MN |
| Jocelyn Henkensiefken | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | Minneapolis, MN |
| Jocelyn Ann Henkensiefken | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| GREEN MICHAEL | PRESIDENT, CHIEF INVESTMENT OFFICER, SECRETARY, TREASURER; SOLE DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER, SECRETARY, TREASURER; SOLE DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER, SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | — |
| VAN ZEE SHERRY ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT INVESTMENT ADMINISTRATION | — |
| ROSE WILLIAM MICHAEL | DIRECTOR, PRESIDENT, CHIEF INVESTMENT STRATEGIST, SECRETARY, TREASURER; SOLE DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER, SECRETARY, TREASURER | — |
| NEIMANN DOUGLAS ARTHUR | DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER, SECRETARY, TREASURER; DIRECTOR, SR. VICE PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| LUECK BRUCE CLEMSON | PRESIDENT, TREASURER, SECRETARY | — |
| DAYTON DOUGLAS JAMES | SHAREHOLDER OF OKABENA CO. | — |
| DAYTON DUNCAN NELSON | SHAREHOLDER OF OKABENA CO. | — |
| DAYTON JUDSON MCDONALD | SHAREHOLDER OF OKABENA CO. | — |
| LENTZ STEVEN GUY | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| RUSSETT SCOTT MICHAEL | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| KLEVEN STACY LYNNE | CHIEF COMPLIANCE OFFICER | — |
| SANTOS JAMES J | DIRECTOR, SENIOR VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| WHELAN CORINNE SUZANNE | INTERIM CHIEF COMPLIANCE OFFICER | — |
| FIELD JAMES HEYWOOD | ACTING PRESIDENT (08/2019), DIRECTOR; DIRECTOR; PRESIDENT (12/2019), DIRECTOR | — |
| DAYTON TOBIN JACKSON | DIRECTOR | — |
| DORAN THOMAS BUTLER | DIRECTOR (08/2019), SENIOR CLIENT RELATIONSHIP MANAGER; DIRECTOR (08/2019), VICE PRESIDENT AND SENIOR CLIENT PORTFOLIO MANAGER | — |
| SANTOS DENNIS JOHN | DIRECTOR, SENIOR VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111162/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111162/similar
- Related entities: https://search.stillhousedata.com/firm/111162/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111162

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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.