Utica Capital exists to help clients achieve more than financial independence—we help them reach what we call time wealth: the freedom to focus on what matters most. Our mission is grounded in integrity, collaboration, and community.
As an independent financial advisor in Oklahoma, we take pride in being transparent, fee-conscious, and relationship-driven. Every plan starts with listening—understanding your goals before offering solutions. You can learn more about how we plan, protect, and invest for clients across the region.
Founded in Tulsa more than 40 years ago, Utica Capital grew from a simple idea: that financial advice should be personal, not transactional. The name itself was inspired by our Tulsa roots, near Utica Avenue and Utica Square—a community known for its local businesses and close relationships.
What began as a small practice has evolved into a holistic wealth management team serving clients across Oklahoma and beyond. Our growth came not through advertising, but through referrals and word-of-mouth trust.
Monday - Thursday: 8:00am-5:00pm
Friday: 8:00am-3:30pm
Form CRS can be found here - Form CRS
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Utica Capital and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, GA, IA, KS, LA, MN, MO, MS, NC, NM, NV, OH, OK, PA, TN, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.
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