MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.

MAXWELL AND MORSE CAPITAL MANAGEMENT, INC. of TULSA, OK is an SEC-registered investment adviser (CRD 118334). Regulatory assets under management: $45.4M.

Registration

• CRD: 118334
• Type: Registered investment adviser
• Location: 5026 EAST 101ST STREET, TULSA, OK, 74137
• Phone: 918-527-4308
• Latest filing: 2026-03-12
• Regulatory AUM: $45.4M
• Discretionary AUM: $19.6M
• Non-discretionary AUM: $25.8M
• Clients: 2
• Accounts: 191

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118334 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search