Investment adviser · CRD 109495
ACCESS FINANCIAL RESOURCES INC.
Investment adviser filing (IA)
OKLAHOMA CITY, OK, United States · Form ADV filed Apr 30, 2026
- Regulatory AUM
- $411M Form ADV · Item 5.F
- Client accounts
- 2,458 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 160 | $187,882,053 | 45.8% |
| High-net-worth individuals | 89 | $123,793,335 | 30.1% |
| Individuals | 383 | $95,971,493 | 23.4% |
| Corporations & businesses | 12 | $2,956,002 | 0.7% |
Filing source
Form ADV 2063017 · Apr 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3621 NW 63RD STREET, SUITE A-1OKLAHOMA CITY, OK, 73116, United States
CRD 109495
Filing source
Form ADV 2063017 · Apr 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.