Sutterfield Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Sutterfield Financial Group reports 1,129 clients. They include 944 individual clients, 100 pension and profit-sharing plans, and 45 high-net-worth individuals. Of its assets, 96.1% ($264M across 2,280 accounts) are managed with discretion; $10.7M across 112 accounts are not. It advised 15 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 41% |
| High-net-worth individuals | 4% | 23% |
| Pension and profit-sharing plans | 9% | 20% |
| Charitable organizations | <1% | 3% |
| Insurance companies | 1% | 13% |
| Other client typesCorporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 944 | $112M | 40.7% | $118K |
| High-net-worth individuals | 45 | $62.3M | 22.7% | $1.38M |
| Pension and profit-sharing plans | 100 | $53.7M | 19.6% | $537K |
| Charitable organizations | 9 | $8.82M | 3.2% | $980K |
| Insurance companies | 13 | $34.9M | 12.7% | $2.69M |
| Corporations and other businesses | 18 | $2.92M | 1.1% | $162K |
| Total | 1,129 | $274M | 100% | $243K |
- Clients
- 944
- Regulatory AUM
- $112M
- AUM share
- 40.7%
- Avg. per client
- $118K
- Clients
- 45
- Regulatory AUM
- $62.3M
- AUM share
- 22.7%
- Avg. per client
- $1.38M
- Clients
- 100
- Regulatory AUM
- $53.7M
- AUM share
- 19.6%
- Avg. per client
- $537K
- Clients
- 9
- Regulatory AUM
- $8.82M
- AUM share
- 3.2%
- Avg. per client
- $980K
- Clients
- 13
- Regulatory AUM
- $34.9M
- AUM share
- 12.7%
- Avg. per client
- $2.69M
- Clients
- 18
- Regulatory AUM
- $2.92M
- AUM share
- 1.1%
- Avg. per client
- $162K
Total
- Clients
- 1,129
- Regulatory AUM
- $274M
- AUM share
- 100%
- Avg. per client
- $243K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 15
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Sutterfield Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone planning or consulting is negotiated: hourly from $75 to $350, or a fixed fee from $500 to $100,000 on an average range. Ongoing planning is an annual fixed fee billed quarterly in arrears.
Trevor Sutterfield owns 50% to 75% of Sutterfield Financial Group. Trevor Sutterfield is CEO; the leadership team includes Chief Financial Officer Michelle Sutterfield and Chief Compliance Officer Zachary Hyden. It has 32 employees, 13 of them in advisory roles.
Staff
- 32 employees
- 13 in advisory functions
- 6 state-registered reps
- 6 broker-dealer reps
- 4 insurance agents
- Owns 50% to 75% of Sutterfield Financial Group, Inc.
Trevor Sutterfield
Control person · since June 1999
- Owns 50% to 75% of Sutterfield Financial Group, Inc.
Michelle Sutterfield
Control person · since June 1999
Sutterfield Financial Group’s regulatory assets grew from $200M (March 2021) to $274M (March 2026); clients were 1,129 in both filings and employees rose from 17 to 32.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $274M | 1,129 | 32 | 5 |
| Mar 2025March 2025 | $221M | 1,003 | 24 | 5 |
| Jul 2024July 2024 | $202M | 1,122 | 24 | 5 |
| Mar 2023March 2023 | $175M | 1,291 | 17 | 5 |
| Mar 2022March 2022 | $205M | 1,397 | 17 | 5 |
| Mar 2021March 2021 | $200M | 1,188 | 17 | 5 |
Besides its headquarters, Sutterfield Financial Group has 4 offices (1 private residence, listed without an address), with 4 listed addresses across 3 states.
Minnesota · 2 listed addresses
- 1602 Bemidji Ave. N., Bemidji
- 1408 Ella Avenue NW, Willmar
Oklahoma · 1 listed address
- 501 Se Fourth Street, BartlesvilleHQ
South Dakota · 1 listed address
- 7401 Bitterroot Place, Sioux Falls
Other business names
Sutterfield Financial Group has reported 4 other business names to the SEC.
- Fieldstone Financial, Inc.
- Gramm Financial Services, LLC
- Longview Financial Solutions, LLC
- Strickland Financial Concepts, LLC
Contact and registration details
- Legal name
- Sutterfield Financial Group, Inc.
- Headquarters
- 501 Se Fourth Street, Bartlesville, OK 74003
- Website
- sutterfieldfinancial.com
- Phone
- 918-338-2255
- SEC file
- 801-63652
- Structure
- Oklahoma corporation
- Fiscal year end
- December
Sutterfield Financial Group’s named custodians for separately managed accounts are Fidelity ($197M, 81%), Interactive Brokers ($34.2M, 14%) and Charles Schwab ($12.5M, 5%). Sutterfield Financial Group has custody of $34.9M for 13 clients.
- FidelityNational Financial Services LLC · Boston, MA · $197M81%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $34.2M14%
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $12.5M5%
At year end, Sutterfield Financial Group’s separately managed accounts were mostly in funds (96%).
What the accounts hold
- Stocks1%
- Funds96%
- Cash3%
How many clients does Sutterfield Financial Group have?
Sutterfield Financial Group has 1,129 clients and manages $274 million for them, as of March 2026. They include 944 individual clients, 100 pension and profit-sharing plans, and 45 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Sutterfield Financial Group offer?
Sutterfield Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Sutterfield Financial Group use?
Sutterfield Financial Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $197M, Interactive Brokers LLC (Greenwich, CT), with $34.2M and Charles Schwab & Co., Inc. (Omaha, NE), with $12.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Sutterfield Financial Group have?
Sutterfield Financial Group has 6 investment adviser representatives registered with state securities authorities, out of 32 employees, and 13 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sutterfield Financial Group invest in?
At the end of its last fiscal year, Sutterfield Financial Group’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sutterfield Financial Group?
Sutterfield Financial Group’s direct owners are Trevor Sutterfield (50% to 75%) and Michelle Sutterfield (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Sutterfield Financial Group get paid?
Sutterfield Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sutterfield Financial Group?
Sutterfield Financial Group’s main office is at 501 Se Fourth Street, Bartlesville, OK 74003. Its phone number is 918-338-2255. Its website is sutterfieldfinancial.com.