Wealth manager, independent · Oklahoma City, OK
Access Financial Resources Inc.
SEC-registered investment adviser · CRD 109495 · SEC 801-58103
At a glance
Access Financial Resources Inc. is an SEC-registered investment adviser based in Oklahoma City, Oklahoma, with $411 million in regulatory assets under management as of its Form ADV filed April 30, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 472 individual clients. By Form ADV it is a wealth manager, ranked 3,403rd of 8,915 wealth managers and 8,668th of 17,210 SEC-registered advisers by assets.
Main office 405-848-9826afradvice.comAs filed on Form ADV
- Regulatory AUM
- $411M
- Rank among wealth managers
- #3,403 of 8,915
- Rank among all SEC RIAs
- #8,668 of 17,210
- Rank in Oklahoma
- #35 of 84
- Individual clients
- 472
- High-net-worth clients
- 89
- Accounts
- 2,458
- Discretionary
- 95% of AUM
- Employees
- 9
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Troy E. JonesSecretary of Treasury
- William P. AtkinsonVice President
- Robert L. WoodyPresident
- Jeffrey A. AshfordChief Investment Officer
- Kelsey N. CagleChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 160 | $188M | 46% |
| High-net-worth individuals | 89 | $124M | 30% |
| Individuals | 383 | $96M | 23% |
| Corporations or other businesses | 12 | $3M | <1% |
Disciplinary disclosures
Access Financial Resources Inc. answers yes to 10 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗afradvice.com ↗
AtlasMembers
The full record on Access Financial Resources Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,960 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Access Financial Resources Inc. manage?
Access Financial Resources Inc. reports $411 million in regulatory assets under management across 2,458 accounts, 95% of it on a discretionary basis, on its Form ADV filed April 30, 2026.
What kind of firm is Access Financial Resources Inc.?
Access Financial Resources Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Access Financial Resources Inc.’s clients?
By assets, its largest client types are pension and profit sharing plans ($188 million, 160 clients); high-net-worth individuals ($124 million, 89 clients); individuals ($96 million, 383 clients).
Does Access Financial Resources Inc. have any disciplinary history?
Access Financial Resources Inc. answers yes to 10 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Access Financial Resources Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →