A-TEAM FINANCIAL INVESTMENTS

A-TEAM FINANCIAL INVESTMENTS of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 298219). Regulatory assets under management: $44.7M.

Registration

• CRD: 298219
• Type: Registered investment adviser
• Location: 10307 GREENBRIAR PARKWAY, OKLAHOMA CITY, OK, 73159
• Phone: 405-378-2487
• Latest filing: 2026-01-13
• Regulatory AUM: $44.7M
• Discretionary AUM: $44.7M
• Clients: 2
• Accounts: 711

Business model

Compensation: % of AUM.

Clients served: High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298219 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search