# Scissortail Wealth Management

Scissortail Wealth Management is a Bank / Wealth / Trust based in Tulsa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tulsa, United States
- **Region:** North America
- **Address:** 1203 E. 33rd Street, Tulsa, OK 74105-2013, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** scissortailwealth.com
- **LinkedIn:** https://www.linkedin.com/company/scissortailwealth

## Regulatory record

- **CRD number:** 297761
- **SEC file number:** 801-114094
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297761

## About

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.

## People

- Todd
- Richard L.
- Summer N.
- Scott
- Brian Talkington
- Kevin Criss
- Lisa
- Christopher
- Michelle
- Brooks
- Alexander

## 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.

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Last updated: 2026-08-11T02:43:31.692Z

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