XXEC is an investment advisor in Tulsa with $177.61 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
731307509
SEC advisor number
801-114089
FINRA CRD number
108886
AUM ?
$177.61 mm
(as of 20 Oct 22)
Accounts
164
(as of 20 Oct 22)
Employees
4
(3 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 4:30 PM
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Russell, Fredric, Eliot | Chief Executive Officer | 08/1984 | > 75% |
| Karney, Cathy, Lerae | Chief Compliance Officer | 06/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Aug 24
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22