Data / Investment advisers / Oklahoma / Access Financial Resources Inc.
Access Financial Resources Inc., Oklahoma City, OK: $411 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Access Financial Resources Inc. is an SEC registered investment adviser with its main office in Oklahoma City, Oklahoma and reports $411 million in regulatory assets under management in its Form ADV filed April 30, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Access Financial Resources Inc. (CRD number 109495): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109495
- SEC file number
- 801-58103
- SEC status
- Approved, effective November 7, 2000
- Main office
- 3621 NW 63rd Street Suite A-1, Oklahoma City, OK 73116
- Phone
- (405) 848-9826
- Website
- afradvice.com
- Regulatory AUM
- $410,602,883 in the Form ADV filed April 30, 2026
- Discretionary AUM
- $388,814,015
- Non discretionary AUM
- $21,788,868
- Accounts
- 2,458
- Employees
- 9, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- April 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 160 | $187.9 million |
| High net worth individuals | 89 | $123.8 million |
| Individuals (other than high net worth individuals) | 383 | $96 million |
| Corporations or other businesses | 12 | $3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $410.6 million | April 30, 2026 |
| December 1, 2025 | $355 million | March 25, 2025 |
Other advisers in Oklahoma City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Castlepoint Wealth Advisors | Oklahoma City | $751.4 million | Not listed | adviserinfo.sec.gov |
| Plan Group Financial, Inc. | Oklahoma City | $690.3 million | Not listed | adviserinfo.sec.gov |
| Vista Investment Partners LLC | Oklahoma City | $610.6 million | Not listed | adviserinfo.sec.gov |
| Investrust Consulting, LLC | Oklahoma City | $588.2 million | Not listed | adviserinfo.sec.gov |
| Mitchell & Pahl Private Wealth | Oklahoma City | $449.9 million | Not listed | adviserinfo.sec.gov |
| Triton Financial Group, Inc | Oklahoma City | $258.7 million | Not listed | adviserinfo.sec.gov |
| Humphreys Capital, LLC | Oklahoma City | $252.4 million | 5 | adviserinfo.sec.gov |
| Windle Wealth | Oklahoma City | $251 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma City, OK
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Access Financial Resources Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.