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, residential intellectual and developmental disability facilities, grantmaking foundations, individual and family services, and golf courses and country clubs with revenues ranging from $15 million to $133 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 | The University of Tulsa | 501(c)(3) | Tulsa, OK | ||
| 5 | Tulsa Community Foundation | 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 | Community Action Project of Tulsa (CAP) | 501(c)(3) | Tulsa, OK | ||
| 9 | Cornerstones of Care | 501(c)(3) | Kansas City, MO | ||
| 10 | Arca | 501(c)(3) | Albuquerque, NM | ||
| ... | and 22 more Bokf Na not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Bokf Na in the nonprofit sector include Principal Financial Group, Charles Schwab Bank, Newport Trust Company, Planpilot, LLC, Comerica Bank, Vanguard Group, Inc., Brighthouse Life Insurance Company, Regions Bank, RBC Wealth Management, and Sei Investments.
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