STAGNER FINANCIAL ADVISORY

STAGNER FINANCIAL ADVISORY of EDMOND, OK is an SEC-registered investment adviser (CRD 284305). Regulatory assets under management: $59.7M.

Registration

• CRD: 284305
• Type: Registered investment adviser
• Location: 2600 E. MEMORIAL ROAD, EDMOND, OK, 73013
• Phone: 855-285-0316
• Latest filing: 2026-02-26
• Regulatory AUM: $59.7M
• Discretionary AUM: $59.7M
• Clients: 4
• Accounts: 319

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284305 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search