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Reading the graph
CRD 122328
TULSA, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MCCRARY OLIVER LOWE | Chartered Financial Analyst | TULSA, OK | 20 | 29 | n/a | no |
| JAMES EDWARD REDMAN | Chartered Financial Analyst | TULSA, OK | 7 | 32 | n/a | no |
| JOSEPH ALAN HOFFMAN | n/a | TULSA, OK | 3 | 24 | 1 | no |
| MICHAEL CHRISTOPHER CROPPER | n/a | TULSA, OK | 1 | 9 | n/a | no |
| JONATHAN CHRISTOPHER WIELENGA | Certified Financial Planner | TULSA, OK | 1 | 11 | n/a | no |
| ROBERT ISAAC WILLIS | n/a | TULSA, OK | 1 | 12 | n/a | no |
| KELSEY NEWMAN ARDIES | Certified Financial Planner | TULSA, OK | EDMOND, OK | 1 | 12 | n/a | no |
| JAMIE LEANN COX | n/a | TULSA, OK | 1 | 14 | n/a | no |
| BRIAN MALCOLM CUNNINGHAM | Certified Financial Planner | TULSA, OK | 1 | 12 | n/a | no |
| CHRISTIAN THOMAS VOIGTLANDER | Chartered Financial Analyst | TULSA, OK | URBANDALE, IA | 1 | 11 | n/a | no |
| THOMAS JACKSON SULLIVENT | n/a | TULSA, OK | 1 | 24 | 1 | no |
| ANDREW SIMPSON BOYD | Chartered Financial Analyst | TULSA, OK | 1 | 16 | n/a | no |
| JORDAN JAMES KING | n/a | TULSA, OK | 1 | 20 | n/a | no |
| GENE STEVEN GURLEY | Certified Financial Planner | TULSA, OK | IRVING, TX | 1 | 19 | 1 | no |
| MARK ANTHONY MILLER | Personal Financial Specialist|Chartered Financial Analyst | IRVING, TX | TULSA, OK | 1 | 30 | 1 | no |
| MASON SIDNEY RIKE | n/a | TULSA, OK | 1 | 10 | n/a | no |
| BRET DAVID BREIBECK | n/a | TULSA, OK | 0 | 11 | n/a | no |
| BLAKE ALLEN CHRISMAN | n/a | TULSA, OK | IRVING, TX | 0 | 18 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GCM OPPORTUNITIES FUND III, LLC | Real Estate Fund | $55.4M | Jun 1, 2026 | 75 | Mar 30, 2022 | reported | 021-391737 |
| GCM OPPORTUNITIES FUND I, LLC | Real Estate Fund | $27.0M | Jun 1, 2026 | 26 | Jul 10, 2013 | reported | 021-197988 |
| GCM OPPORTUNITIES FUND II, LLC | Real Estate Fund | $23.9M | Jun 1, 2026 | 43 | Mar 24, 2016 | reported | 021-248018 |
| GCM OPPORTUNITIES FUND IV, LLC | n/a | $14.6M | Jun 1, 2026 | 47 | Jun 1, 2026 | reported | 021-545383 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LOWE, MCCRARY, OLIVER | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | Na | yes | 08/2002 | Jun 1, 2026 | Jun 1, 2026 |
| REDMAN, JAMES, EDWARD | President | Na | yes | 07/2002 | Jun 1, 2026 | Jun 1, 2026 |
| MEYER, LINDA, LUCILE | BOARD MEMBER | A | no | 07/2002 | Jun 1, 2026 | Jun 1, 2026 |
| WHITWELL, SARA ELIZABETH | BOARD MEMBER | A | no | 07/2002 | Jun 1, 2026 | Jun 1, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GCM AIM III, LLC | n/a | n/a | n/a | N | yes | n/a |
| GCM AIM, LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| OKLAHOMA CITY | Ok | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.3B | $1.3B | 31 | 18 | 4 | 4 | n/a |
| 2024 | Apr 30, 2025 | $841M | $836M | 24 | 12 | 0 | 3 | n/a |
| 2023 | Mar 15, 2024 | $751M | $746M | 22 | 10 | 1 | 3 | $106M |
| 2022 | Mar 31, 2023 | $719M | $715M | 22 | 10 | 1 | 3 | $92.5M |
| 2021 | Mar 30, 2022 | $752M | $748M | 14 | 10 | 1 | 3 | $118M |
| 2020 | Mar 29, 2021 | $611M | $607M | 13 | 9 | 1 | 2 | $144M |
| 2019 | Mar 30, 2020 | $579M | $575M | 11 | 6 | 0 | 2 | $147M |
| 2018 | Mar 25, 2019 | $491M | $488M | 11 | 6 | 1 | 2 | $138M |
| 2017 | Mar 28, 2018 | $433M | $429M | 11 | 6 | 1 | 2 | $78.6M |
| 2016 | Mar 28, 2017 | $340M | $337M | 7 | 6 | n/a | 2 | $67.8M |
| 2015 | Mar 24, 2016 | $332M | $329M | 6 | 5 | n/a | 2 | $64.1M |
| 2014 | Mar 2, 2015 | $281M | $278M | 6 | 5 | n/a | 1 | $9.5M |
| 2013 | Mar 20, 2014 | $250M | $248M | 6 | 5 | n/a | 1 | $3.9M |
| 2012 | Mar 27, 2013 | $220M | $217M | 6 | 5 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $187M | $185M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 5.9% | 0 | 0 | 0 | 3 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.3B | $841M | 60.5% | $719M | 23.3% | 31 | 24 | 4 | 0 |