Best Investors Account Sign in
Claim This Profile
Current Employers
Belle Isle Advisors

Oklahoma City, OK • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-04-13
  • OK RA
    APPROVED
    Since 2026-04-13

Branch Locations

Oklahoma City, OK • United States

Oklahoma City, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Belle Isle Advisors, Llc Oklahoma City OK 02/2026 Present
Echo Investment Capital, Llc Oklahoma City OK 10/2023 01/2026
Service Oklahoma Oklahoma City OK 08/2022 09/2023
Office Of Management And Enterprise Services Oklahoma City OK 02/2020 08/2022
Holdge Resources, Llc Oklahoma City OK 05/2018 01/2020
Echo Energy, Llc Oklahoma City OK 10/2015 05/2018
Belle Isle Capital, Llc Oklahoma City OK 02/2026 Present
Holdge Royalty, Llc Oklahoma City OK 05/2018 Present
  • 02/2026 → Present
    Belle Isle Advisors, Llc
    Oklahoma City, OK
  • 10/2023 → 01/2026
    Echo Investment Capital, Llc
    Oklahoma City, OK
  • 08/2022 → 09/2023
    Service Oklahoma
    Oklahoma City, OK
  • 02/2020 → 08/2022
    Office Of Management And Enterprise Services
    Oklahoma City, OK
  • 05/2018 → 01/2020
    Holdge Resources, Llc
    Oklahoma City, OK
  • 10/2015 → 05/2018
    Echo Energy, Llc
    Oklahoma City, OK
  • 02/2026 → Present
    Belle Isle Capital, Llc
    Oklahoma City, OK
  • 05/2018 → Present
    Holdge Royalty, Llc
    Oklahoma City, OK
Other Businesses

Belle Isle Capital, LLC Yes - the business is investment-related. 2222 Belleview Terrace Oklahoma City, OK 73112 Nature of business: Private investment sponsor and GP entity that forms and manages special purpose investment vehicles. Position and Title: Managing Member Start Date: Filed articles of incorporation December 2025 Time commitment: 10-15 hours per month During Securities Trading Hours: 5-10 hours per month Job Duties: Oversee formation and structuring of sponsor entities and special purpose vehicles; evaluate investment opportunities; coordinate with legal and investors. No transaction-based compensation received through the advisory firm. Holdge Royalty, LLC Yes - the business is investment-related. 2222 Belleview Terrace Oklahoma City, OK 73112 Nature of business: Personal holding vehicle for oil and gas royalty interests. Position and Title: Managing Member Start Date: Filed articles of incorporation May 2018 Time commitment: 1-2 hours per month During Securities Trading Hours: 0 hours per month Job Duties: Entity level bookkeeping.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-26
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26

View on SEC IAPD

More in Oklahoma City, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor