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Clayton E. Woodrum, CPA

Phone 918-584-4800
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Clayton Woodrum is a founding partner of Woodrum, Tate & Associates, PLLC. His financial background encompasses over 40 years of experience from serving as a partner of a big eight accounting firm to chief financial officer of a major national bank and its holding company to founding Woodrum, Tate & Associates.

His areas of expertise include business valuation; litigation support including financial analysis, damage reports; depositions and testimony; estate planning; financing techniques for businesses; asset protection vehicles; sale and liquidation of businesses; debt restructuring; debt discharge; and CFO functions for private and public companies. The firm provides financial advice to its clients in the area of retirement planning.

Clayton is also an owner of First Capital Management, LLC, a Registered Investment Advisor that provides investment services to high net worth individuals, retirement plans, and charitable foundations. The firm acts as the “advisor” to First Capital Partners, LLC; First Capital Partners-Tax Deferred,LLC; and First Capital Strategy Fund,LLC. These are private investment vehicles organized to pool the resources of clients for the purpose of placing such funds with selected money managers.

He is an owner of Computer Data Litigation Services, LLC, which provides assistance in litigation matters related to analysis of electronically stored data, the installation of computer network systems, and recovery of lost data.

Prior to founding Woodrum, Tate & Associates, he was a partner at Peat, Marwick, Mitchell & Co., a big eight multinational certified public accounting firm with emphasis on auditing, consulting and tax compliance. He was the partner in charge of the Tulsa Tax Department and responsible for the Financial Institutions Tax Practice.

Clayton served as the chief financial officer of BancOklahoma Corp. and Bank of Oklahoma, N.A. He was responsible for corporate finance, accounting, internal audit, investor relations, community relations, human resources, SEC filings and all tax-related matters.

Professional Affiliations:
American Institute of Certified Public Accountants
Oklahoma Society of Certified Public Accountants
National Association of Certified Valuation Analysts

Civic Involvement:
Hillcrest Medical Center Foundation / Executive Committee
Hillcrest Medical Center / Former Investment Chairman
Oklahoma Investment Forum / Program Committee
Tulsa Chamber of Commerce / Numerous Committees
Tulsa Industrial Authority / Former Chairman
University Center of Tulsa Foundation / Former Chairman

Education And Certifications:
B.S.B.A. – Accounting/Kansas State University, Pittsburg, Kansas
Certified Public Accountant / Oklahoma
Certified Valuation Analyst / NACVA
Business Valuation Analyst / AICPA
Investment Advisor Rep. / First Capital Management, LLC

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