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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
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.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
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.
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.
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.
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