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Drawbridge Capital

Updated today

Client assets under management

$220,253,861

Clients

972

37% high-net worth

Advisors

6

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

162

Very High

Average account size

$226,599

About

Drawbridge Capital provides financial planning, portfolio management, and retirement‑plan consulting primarily for individual and high‑net‑worth clients, and also serves corporate and institutional accounts. Services are offered on a fee basis through both discretionary and non‑discretionary arrangements and may include one‑time or hourly consulting and written financial plans.

The firm’s investment team manages concentrated U.S. equity strategies that typically hold fewer than 35 positions, target high active share, and use proprietary screens and relative‑strength rankings to select growth, value, or blend opportunities; accounts are reviewed and rebalanced regularly. Advisors also use a range of third‑party managers and LPL‑sponsored platforms and TAMPs to construct diversified solutions where appropriate.

Notable features that differ from many peers include the fact that the firm’s advisors are also registered representatives of LPL Financial and may be licensed insurance agents, which creates additional compensation pathways that are disclosed in the brochure. The firm also discloses a past disciplinary event — a state tax judgment involving a senior portfolio manager that was satisfied and the license reinstated — and previously provided advisory services to a credit union membership program through 2025, an institutional relationship that is less common among similarly sized teams.

Client services

Financial planning Portfolio management Hourly consulting services

Expertise

Concentrated stock management Retirement income strategy Cash flow / budgeting Income planning

Occupation focus

Military & Veterans Founder/Business Owner

Demographic focus

Established Professionals Baby Boomers (Born 1946-1964)

Fee options

Fixed

Financial planning fees may be flat fees based on estimated hours, ranging $250 to $10,000 or more; Retirement Plan Consulting fees generally flat fee $2,000 to $5,000 annually

Percentage

$10,000 - $49,999: 2.00% $50,000 - $99,999: 1.80% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.30% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.80% $5,000,000+: 0.70%

Commissions

Commissions charged by LPL Financial for securities transactions; rates vary; also 12b-1 fees may apply

Project-based

Generally $250 per hour for consulting services

Other

Account minimum: $10,000 Fee-only: Financial planning fees generally flat fee based on estimated hours, or hourly at $250/hour; fixed fees range from $250 to $10,000, may exceed $10,000 in complex cases

Main office location

Drawbridge Capital

7134 S.Yale Ave, Ste 700

Tulsa OK 74136, United States

Number of offices

1

Most active in

Arkansas · Colorado · Florida · Louisiana · Missouri · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tierney G

Series 66

Tulsa, OK

Drawbridge Capital

Tierney Gorham is a financial advisor with Drawbridge Capital, holding a Series 66 designation and nine years of industry experience. Prior to joining Drawbridge Capital, Tierney worked at LPL Financial and Regent Financial Services since 2021 and was employed at RCB Bank from 2012 to 2021. Outside of financial advising, Tierney owns Roo's Jumpin' Joy, a home-based business. Drawbridge Capital serves individuals, retirement plans, and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm operates as a team of seven advisors and offers both discretionary and non-discretionary portfolio management, utilizing LPL-sponsored platforms and proprietary concentrated U.S. equity strategies.

Concentrated stock management Retirement income strategy Cash flow / budgeting Income planning Military & Veterans Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
user avatar

William R

Series 66

Tulsa, OK

Drawbridge Capital

William Riedel is a financial advisor with Drawbridge Capital in Tulsa, OK, holding a Series 66 designation and eight years of industry experience. He has worked with Drawbridge Capital, LPL Financial, and TTCU Federal Credit Union since 2020. Prior to his financial career, he spent several years as a stay-at-home parent. Drawbridge Capital is a team of seven advisors serving individuals, retirement plans, and institutional clients with asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, focusing on concentrated U.S. equity strategies and utilizing LPL-sponsored platforms alongside third-party manager programs.

Concentrated stock management Retirement income strategy Cash flow / budgeting Income planning Military & Veterans Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Gary S

CFP®, Series 63, Series 65

Tulsa, OK

Drawbridge Capital

Gary Stanislawski is a CFP® with over 31 years of experience in the financial services industry. He has been with Drawbridge Capital (formerly Regent Financial Services) since 2004 and is also affiliated with LPL Financial. Outside of his advisory work, he teaches community education classes on Social Security, Medicare, and retirement planning. Drawbridge Capital serves individuals, retirement plans, and institutional clients with asset management, financial planning, and retirement plan consulting. The firm operates as a team of seven advisors, offering discretionary and non-discretionary portfolio management alongside written planning engagements, primarily through LPL-sponsored platforms and third-party manager programs.

Concentrated stock management Retirement income strategy Cash flow / budgeting Income planning Military & Veterans Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Monty D

Series 63, Series 65

Tulsa, OK

Drawbridge Capital

Monty Dossman is a financial advisor with Drawbridge Capital in Tulsa, OK, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Drawbridge Capital and Regent Financial Services since 2015. Previously, he served as secretary of the board for Southern Hills Baptist Church. Drawbridge Capital serves individuals, retirement plans, and institutional clients with asset management, financial planning, and retirement plan consulting. The firm operates as a team of seven advisors and offers both discretionary and non-discretionary portfolio management, utilizing LPL-sponsored platforms, third-party manager programs, and proprietary concentrated U.S. equity strategies.

Concentrated stock management Retirement income strategy Cash flow / budgeting Income planning Military & Veterans Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Scott D

Series 66

Tulsa, OK

Drawbridge Capital

Scott Dittmer is a financial advisor at Drawbridge Capital with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial and LPL Financial. He also provides investment advisory services through Drawbridge Capital LLC, an independent registered investment advisor. Drawbridge Capital serves individuals, retirement plans, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm operates as a team of seven advisors and provides discretionary and non-discretionary portfolio management using a range of platforms and proprietary concentrated U.S. equity strategies.

Concentrated stock management Retirement income strategy Cash flow / budgeting Income planning Military & Veterans Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Carter W

Series 65

Tulsa, OK

Drawbridge Capital

Carter Wright is a financial advisor with Drawbridge Capital in Tulsa, OK, holding a Series 65 designation and one year of experience. His prior roles include positions at LPL Financial and Regent Financial Services, as well as work outside the financial industry at the Golf Club of Oklahoma. Drawbridge Capital serves individuals, retirement plans, and institutional clients through a team of seven advisors, offering asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management, emphasizing concentrated U.S. equity strategies with high active share and tailored reviews aligned with client objectives.

Concentrated stock management Retirement income strategy Cash flow / budgeting Income planning Military & Veterans Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
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