ACCESS ADVISORY GROUP LLC

ACCESS ADVISORY GROUP LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 149048). Regulatory assets under management: $38.2M.

Registration

• CRD: 149048
• Type: Registered investment adviser
• Location: 6440 AVONDALE DR., OKLAHOMA CITY, OK, 73116
• Phone: (405) 418-4026
• Latest filing: 2026-03-26
• Regulatory AUM: $38.2M
• Non-discretionary AUM: $38.2M
• Clients: 1
• Accounts: 348

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149048 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search