# SOUTHMARK ADVISORY, INC.

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

## Registration

- CRD: 118670
- Type: SEC-registered investment adviser
- SEC file number: 801-60822
- Location: 4200 EAST SKELLY DRIVE, SUITE 100, TULSA, OK, 74135
- Phone: 918-492-5541
- Latest filing: 2002-12-10
- Regulatory AUM: $27.1M
- Discretionary AUM: $26.0M
- Non-discretionary AUM: $1.1M
- Clients: 1
- Accounts: 418

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [HUNT DAVID LEE](https://search.stillhousedata.com/person/755596) | PRESIDENT & GENERAL COUNCIL | — |
| [BELDEN WENDELL DUANE](https://search.stillhousedata.com/person/808960) | CHAIRMAN | — |
| [BELDEN SANDRA JO](https://search.stillhousedata.com/person/808961) | OWNER; SECRETARY | — |
| [EDWARDS GERTRUDE MARGARET](https://search.stillhousedata.com/person/808962) | VICE PRESIDENT | — |
| [PENN DALE G](https://search.stillhousedata.com/person/810713) | PRESIDENT & CEO | — |
| [FERRELL KELLY D](https://search.stillhousedata.com/person/810714) | CHAIRMAN OF THE BOARD | — |
| [BELDEN LESLIE SHAWN](https://search.stillhousedata.com/person/810715) | OWNER | — |
| [PENN DANA RAE](https://search.stillhousedata.com/person/810716) | ONWER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118670/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118670/similar
- Related entities: https://search.stillhousedata.com/firm/118670/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118670

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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.