SWEENEY ASSET MANAGEMENT, LLC

SWEENEY ASSET MANAGEMENT, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 138312). Regulatory assets under management: $28.9M.

Registration

• CRD: 138312
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 138312 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search