Bokf Na is a firm that provides investment management, fiduciary trustee, commercial bank, administrative support, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Oklahoma, Texas, and New Mexico (although they are present in other states as well).
Most Bokf Na clients are outpatient health care practitioners and facilities, grantmaking foundations, residential intellectual and developmental disability facilities, and golf courses and country clubs with revenues ranging from $19 million to $126 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Community Healthcare of Texas (CHOT) | 501(c)(3) | Fort Worth, TX | ||
| 2 | Oklahoma City Indian Clinic (OKCIC) | 501(c)(3) | Oklahoma City, OK | ||
| 3 | Science Museum Oklahoma | 501(c)(3) | Oklahoma City, OK | ||
| 4 | Tulsa Community Foundation | 501(c)(3) | Tulsa, OK | ||
| 5 | University of Tulsa | 501(c)(3) | Tulsa, OK | ||
| 6 | Family and Childrens Services (FCS) | 501(c)(3) | Tulsa, OK | ||
| 7 | CREOKS Mental Health Services | 501(c)(3) | Tulsa, OK | ||
| 8 | John Brown University (JBU) | 501(c)(3) | Siloam Springs, AR | ||
| 9 | Community Action Project of Tulsa (CAP) | 501(c)(3) | Tulsa, OK | ||
| 10 | Cornerstones of Care | 501(c)(3) | Kansas City, MO | ||
| ... | and 24 more Bokf Na not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Bokf Na in the nonprofit sector include Ubs Financial Services, Inc., Oneamerica Retirement Services LLC, Minnesota Life Insurance Company, Cambridge Investment Research Inc, Capital Research and Management Company, Benefit Plans Admin Services, Inc., Raymond James and Associates, Matrix Trust Company, Alerus Financial, N.a., and Fidelity.
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