Bank / Wealth / TrustRIA · CRD 297761SEC-Registered

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Scissortail Wealth Management

Scissortail Wealth Management was established in 2018 and operates from a single office at 1203 E. 33rd Street in Tulsa, Oklahoma. The firm lists eleven...

Scissortail Wealth Management logo

Scissortail Wealth Management

Scissortail Wealth Management was established in 2018 and operates from a single office at 1203 E. 33rd Street in Tulsa, Oklahoma. The firm lists eleven professionals by first name on its website, including Brian Talkington and Kevin Criss, though titles and leadership structure are not published. No wealth-origin narrative or founding family is disclosed. Strategy and deployment details are thin. Scissortail is a registered investment advisory serving individuals, high-net-worth families, trusts, estates, and charitable organizations. The firm describes its approach as addressing “every financial matter in a caring and careful manner,” emphasizing goals-based planning. No asset-class mix, stage coverage, named portfolio holdings, or specific co-investors are publicly documented. Geographic footprint beyond Tulsa is not disclosed. Team scale beyond the eleven named professionals is unknown. No additional offices, adjacent philanthropic foundations, real-asset arms, or club memberships are published. The firm highlights industry accolades, including USA Today and Newsweek rankings in 2024 and 2025, which evaluated factors such as AUM growth, client recommendations, and breadth of service offerings. Scissortail paid licensing fees to market these recognitions but did not pay to participate in the rating processes. Structural differentiator: The firm’s opacity around AUM and investment specifics contrasts with the typical RIA practice of broadcasting growth metrics to attract talent and clients. Its reliance on a first-name-only team page and local Tulsa branding suggests a relationship-driven model competing on personal trust rather than institutional scale or published track record.

General information

Firm type

Bank / Wealth / Trust

Year founded

2018

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Tulsa

Corporate office

1203 E. 33rd Street, Tulsa, OK 74105-2013, United States

Principals

Todd

Richard L.

Summer N.

Scott

Brian Talkington

Kevin Criss

Lisa

Christopher

Michelle

Brooks

Alexander

Frequently asked questions

Who runs investment decisions at Scissortail Wealth Management?

Scissortail does not publicly identify a CIO, CEO, or managing principal. Its website lists eleven team members by first name — including Brian Talkington and Kevin Criss — but assigns no titles or decision-making hierarchy. This makes the leadership structure effectively opaque to outside allocators.

How does Scissortail Wealth Management source clients?

The firm’s public posture suggests a local, relationship-driven model rooted in its Tulsa community. It emphasizes “caring for you and your financial well-being” and promotes industry rankings from USA Today and Newsweek, for which it paid licensing fees to market the recognition. No national or institutional marketing footprint is evident.

Is Scissortail structured as a single-family office or a multi-family office?

Scissortail is neither. It is a registered investment advisory (RIA) serving multiple client types — individuals, high-net-worth individuals, trusts, estates, families, and charitable organizations. There is no indication it operates as a dedicated family office for any single family.

Does Scissortail disclose its AUM or investment track record?

No. Scissortail does not publish assets under management, deployment figures, or performance data on its website. Its USA Today and Newsweek rankings reference AUM growth as an evaluation criterion, but the underlying numbers remain undisclosed.

What investment strategies or asset classes does Scissortail employ?

Scissortail has not publicly articulated a specific asset-allocation framework, sector focus, or investment-stage preference. Its website references portfolio management and financial planning generically, without naming any asset classes, funds, or direct-investment examples.

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