Updated:
T.S. Phillips Investments
Founded in Oklahoma City in 1990, T.S. Phillips Investments originally operated as an independent registered investment adviser serving local individuals,...
T.S. Phillips Investments
Founded in Oklahoma City in 1990, T.S. Phillips Investments originally operated as an independent registered investment adviser serving local individuals, banks, and business entities. The firm was later acquired and merged into Thurston Springer Financial, an Indianapolis-based full-service broker-dealer and registered investment adviser, which now serves as the parent entity. The merger absorbed T.S. Phillips's client book and advisory staff, integrating them under Thurston Springer's broader advisory platform while retaining the Oklahoma City office as a branch location. The firm provides discretionary and non-discretionary asset management to individuals, institutions, and business owners. The website does not disclose specific asset-class weightings, but language on the platform emphasizes retirement planning, wealth building, and asset preservation — typical retail wealth-management services. No direct investments, co-investments, or named portfolio companies are publicly attributed. The firm's operational scope appears limited to traditional brokerage and advisory client relationships rather than institutional deal-making or fund management. No current AUM, team size, or deployment figures are published. The contact page lists a single office at 3401 NW 63rd Street in Oklahoma City. The parent, Thurston Springer Financial, maintains a broader midwestern presence, but T.S. Phillips itself discloses no additional offices or affiliated vehicles. There is no public mention of philanthropic foundations, club memberships, or alternative investment vehicles tied to the brand. Structurally, T.S. Phillips Investments is a local advisory practice rolled into a regional broker-dealer — a consolidation archetype common in the independent wealth-management channel. The merger eliminated standalone branding beyond a legacy website and phone number. Without reported AUM or a distinct investment mandate, it functions as a client-service unit of a larger organization rather than an autonomous asset allocator or family office.
General information
Firm type
Bank / Wealth / Trust
Year founded
1990
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
3401 NW 63rd Street Suite 500, Oklahoma City, OK 73116, United States
Frequently asked questions
What is T.S. Phillips Investments's relationship with Thurston Springer Financial?
T.S. Phillips Investments is now part of Thurston Springer Financial, a full-service broker-dealer and registered investment adviser based in Indianapolis. The firm was merged into Thurston Springer, and its Oklahoma City office now operates as a branch under the parent's advisory platform. The original entity no longer functions as a standalone firm.
Does T.S. Phillips Investments disclose its assets under management?
No. The firm does not publish AUM figures on its website or through regulatory filings that are readily searchable. Without a reported number, any estimate would be speculative.
What types of clients does T.S. Phillips Investments serve?
Public materials state the firm serves individuals, institutions, and business owners. Given its integration into a retail broker-dealer and RIA, the client base is likely comprised of individual retail investors and small business retirement plans rather than institutional allocators.
Is T.S. Phillips Investments structured as a family office?
No. It is a wealth management practice within a broker-dealer/RIA. It does not share structural characteristics with a single or multi-family office — no dedicated wealth-origin family, no internal direct-investment team, and no alternative-asset vehicles are disclosed.
Does T.S. Phillips Investments participate in direct deals, fund commitments, or co-investments?
There is no public evidence of direct investing, fund commitments, or co-investment activity. The firm's materials focus on traditional portfolio management and financial planning services, consistent with a retail RIA operating under a broker-dealer.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: