BALDWIN FINANCIAL, LLC

BALDWIN FINANCIAL, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 324725). Regulatory assets under management: $16.5M.

Registration

• CRD: 324725
• Type: Registered investment adviser
• Location: 629 W. MAIN STREET, OKLAHOMA CITY, OK, 73102
• Phone: 405-266-7856
• Latest filing: 2026-05-15
• Regulatory AUM: $16.5M
• Discretionary AUM: $13.2M
• Non-discretionary AUM: $3.3M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 324725 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search