OKLAHOMA CITY, OKCRD 111309Latest ADV February 24, 2026
Asset Management Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated February 24, 2026, reports $221M in regulatory assets under management, 2 employees, and 247 accounts.
Assets Under Management
$221M
Employees
2
Offices
--
Total Clients
101
Primary office
OKLAHOMA CITY, OK
6307 WATERFORD BLVD., SUITE 200, OKLAHOMA CITY, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.4% of total clients.
Top client categories% of clientsClients
1
Individuals
58.4%
59
2
HNWI
39.6%
40
3
Corporations
2.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$221Mas of February 24, 2026
Discretionary100.0%
$221M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$221M
Total Accounts247
10Y AUM Change+$84M (+61.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee51:1
10Y Employee Change0 (0.0%)
* 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.