OK401K, INC.

OK401K, INC. of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 286410). Regulatory assets under management: $53.3M.

Registration

• CRD: 286410
• Type: Registered investment adviser
• Location: 3030 NW EXPRESSWAY, OKLAHOMA CITY, OK, 73112
• Phone: (405) 603-4986
• Latest filing: 2026-03-23
• Regulatory AUM: $53.3M
• Discretionary AUM: $18.1M
• Non-discretionary AUM: $35.2M
• Clients: 1
• Accounts: 145

Business model

Compensation: % of AUM, Fixed, Other.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286410 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search