Updated:
Stolper Asset Management
Stolper Asset Management was founded in 2002 by Jon Stolper, a third-generation Oklahoman who had previously built Principal Securities' Tulsa and Wichita...
Stolper Asset Management
Stolper Asset Management was founded in 2002 by Jon Stolper, a third-generation Oklahoman who had previously built Principal Securities' Tulsa and Wichita offices after a decade at Merrill Lynch. The firm operated independently for over two decades before merging with DCH Financial Services — co-owned by Saletha Fuller and Karen Bruns — in 2025 to create Wealth Oklahoma, a unified RIA that houses both legacy books under one roof. The practice runs three discretionary portfolio sleeves. Its Equity Portfolios follow value and income strategies selecting individual stocks in established companies. Strategic Portfolios use ETFs and closed-end funds for diversified market exposure with income or broad-equity tilts. Fixed-Income and Balanced Portfolios construct customized ladders from high-quality securities. The firm does not disclose committed capital or total client assets, but its model serves high-net-worth individuals, trusts, estates, charitable organizations, and corporations primarily in the Tulsa metropolitan area. Research Director Susan McDonald, a CFA charterholder and Cambridge natural-sciences graduate who spent three years in Salomon Brothers' corporate-finance group in London, joined Stolper in 2010 and leads the investment process. The team grew to six professionals after the 2025 merger, adding Ally Stolper — who previously advised institutional retirement plans at BOK Financial — and retaining Saletha Fuller, a 30-year industry veteran who started at UBS before moving into private banking at Spirit Bank. The firm operates from a single office at 2021 S Lewis Avenue in Tulsa and affiliates with Raymond James for custody and brokerage support while maintaining full RIA independence. Stolper's hybrid architecture — an independent RIA with Raymond James infrastructure — lets the team negotiate as a boutique while accessing institutional-grade execution and research. The 2025 combination with DCH Financial Services broadened the advisor bench and added compliance leadership through Karen Bruns, creating a succession-ready platform that embeds two legacy Tulsa practices inside a single operating entity.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
Location
Region
North America
Country
United States
City
Tulsa
Corporate office
2021 S Lewis Ave, Suite 301, Tulsa, OK 74104
Principals
Jon Stolper
Chief Investment Officer and Wealth Manager
Saletha Fuller
Wealth Manager
Karen Bruns
Investment Executive and Chief Compliance Officer
Susan McDonald
Research Director and Portfolio Manager
Ally Stolper
Wealth Manager
Frequently asked questions
Who runs investment decisions at Stolper Asset Management?
Jon Stolper serves as Chief Investment Officer, with Research Director Susan McDonald — a CFA charterholder who previously worked in corporate finance at Salomon Brothers in London — leading portfolio management and equity research. The investment committee draws on the combined experience of the six-person advisor team, which includes Wealth Managers Saletha Fuller and Ally Stolper.
How is Stolper Asset Management structured after the 2025 merger with DCH Financial Services?
The merged entity operates under the brand Wealth Oklahoma as a single registered investment adviser. Both legacy firms — Stolper Asset Management, founded in 2002, and DCH Financial Services, co-owned by Saletha Fuller and Karen Bruns since 2014 — combine their client books and advisor teams while affiliating with Raymond James for custody and brokerage support.
What investment strategies does the firm run for clients?
Wealth Oklahoma manages three discretionary portfolio types. Equity Portfolios use a value or income approach to pick individual stocks in established companies. Strategic Portfolios build diversified exposure through ETFs and closed-end funds. Fixed-Income and Balanced Portfolios construct ladders of high-quality bonds and blend equity allocations for long-term income and capital preservation.
Does Stolper Asset Management invest in private companies or alternative assets?
The firm's disclosed public materials focus exclusively on publicly traded securities — individual equities, ETFs, closed-end funds, and fixed-income instruments — for its managed portfolios. There is no indication of direct private-company investments, venture capital, or private-equity fund commitments in its current offering set.
What is the firm's relationship with Raymond James?
Stolper Asset Management and the broader Wealth Oklahoma entity operate as an independent RIA while affiliating with Raymond James for custody, trade execution, and platform infrastructure. This structure allows the Tulsa-based advisory to maintain independent fiduciary discretion while accessing institutional resources and support.
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: