OKLAHOMA CITY, OKCRD 109495Latest ADV April 30, 2026
Access Financial Resources Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated April 30, 2026, reports $411M in regulatory assets under management, 9 employees, and 2,458 accounts.
Assets Under Management
$411M
Employees
9
Offices
--
Total Clients
644
Primary office
OKLAHOMA CITY, OK
3621 NW 63RD STREET, SUITE A-1, OKLAHOMA CITY, OK, United States
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
383
2
Pension Plans
24.8%
160
3
HNWI
13.8%
89
4
Corporations
1.9%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$411Mas of April 30, 2026
Discretionary94.7%
$389M
95% of total RAUM94.7%
Non-discretionary5.3%
$22M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$411M
Total Accounts2,458
10Y AUM Change+$95M (+30.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee72:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.