CLO Recommends Assignment to CP Institutional Consulting
- Document date
- Nov 9, 2026
The 30-second brief
CLO staff recommend approving the assignment of the investment advisory agreement to CP Institutional Consulting, LLC dba RVK. The assignee would continue RVK’s investment consulting operations under common ownership with Creative Planning, LLC; no amount or term was provided.
Cp Institutional Consulting LLC Dba Rvk holds this consulting contract with Oklahoma Commissioners of the Land Office | State of Oklahoma.
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Contract details
- Contract type
- Consulting
- Document date
- November 9, 2026
- Vendor
- Cp Institutional Consulting LLC Dba Rvk
- Source document
- Commissioners of the Land Office Agenda Special Meeting 2026-11-09 (Agenda)
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Questions about this contract
Who was awarded the consulting contract by Oklahoma Commissioners of the Land Office | State of Oklahoma?
Cp Institutional Consulting LLC Dba Rvk was awarded this consulting contract by Oklahoma Commissioners of the Land Office | State of Oklahoma, as recorded on November 9, 2026.
What type of contract is this?
This is a Consulting contract, documented as a agenda record.
Where was this contract approved?
This contract appears in Commissioners of the Land Office Agenda Special Meeting 2026-11-09 (Agenda), dated November 9, 2026 from Oklahoma Commissioners of the Land Office | State of Oklahoma. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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