# SWEENEY ASSET MANAGEMENT, LLC

SWEENEY ASSET MANAGEMENT, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 138312
- Type: SEC-registered investment adviser
- Location: 720 NW 50TH ST., OKLAHOMA CITY, OK, 73118
- Phone: 405-601-9390
- Latest filing: 2026-01-31
- Regulatory AUM: $28.9M
- Discretionary AUM: $28.9M
- Clients: 1
- Accounts: 55

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138312/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138312/similar
- Related entities: https://search.stillhousedata.com/firm/138312/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138312

---

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.