# BALDWIN FINANCIAL, LLC

BALDWIN FINANCIAL, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 324725
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324725/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324725/similar
- Related entities: https://search.stillhousedata.com/firm/324725/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324725

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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.