# ACCESS FINANCIAL RESOURCES INC.

ACCESS FINANCIAL RESOURCES INC. of OKLAHOMA CITY, OK is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 109495
- Type: SEC-registered investment adviser
- SEC file number: 801-58103
- Location: 3621 NW 63RD STREET, SUITE A-1, OKLAHOMA CITY, OK, 73116
- Phone: 405-848-9826
- Latest filing: 2026-04-30
- Regulatory AUM: $410.6M
- Discretionary AUM: $388.8M
- Non-discretionary AUM: $21.8M
- Clients: 9
- Accounts: 2,458

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Troy Emery Jones | SECRETARY OF TREASURY; TRUSTEE | — |
| Robert Lee Woody | PRESIDENT; TRUSTEE | — |
| Jeffrey Allan Ashford | CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| William Paul Atkinson | TRUSTEE; VICE PRESIDENT | — |
| Kelsey Nicole Cagle | CHIEF COMPLIANCE OFFICER | — |
| JONES TROY EMERY | CEO; CEO & CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER (+3 more) | — |
| ATKINSON WILLIAM PAUL | CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER; TRUSTEE (+1 more) | — |
| WOODY ROBERT LEE | PRESIDENT; TRUSTEE | — |
| ASHFORD JEFFREY ALLAN | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-01-17 | regulatory | WHILE LEWIS (FORMERLY DUTOIT) WAS ASSOCIATED WITH EDWARD JONES, SHE HAD CUSTOMERS SIGN A BLANK FORM TO FACILITATE THE TRANSFER OF MULTIPLE ACCOUNTS TO EDWARD JONES RATHER THAN HAVE THE CUSTOMERS SIGN TRANSFER REQUEST FORMS FOR EACH OF THE ACCOUNTS TRANSFERRED. LEWIS (FORMERLY DUTOIT) WAS PERMITTED T… | Final | $5K |
| 2015-10-05 | regulatory | RESPONDENT, BETH LEWIS (FORMERLY DUTOIT) COPIED A CLIENT'S SIGNATURE ONTO A FORM WITHOUT CLIENT'S KNOWLEDGE. THERE WERE NO ALLEGATIONS OF CONVERSION OR MISAPPROPRIATION OF CLIENT FUNDS. | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109495/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109495/similar
- Related entities: https://search.stillhousedata.com/firm/109495/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109495

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.