Access Financial Resources Inc.
Access Financial Resources Inc. is an SEC-registered mass-market adviser in Oklahoma City, OK with $410.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Access Financial Resources Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109495, SEC 801-58103, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $410.6M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Oklahoma City, OK
- Employees
- 9
- Clients
- 644
- CRD
- 109495
- Ownership
- JONES, TROY, EMERY; ATKINSON, WILLIAM, PAUL; TROY E. JONES REVOCABLE TRUST; WOODY FAMILY TRUST; JEFFREY A. ASHFORD LIVING TRUST
How much AUM does Access Financial Resources Inc. have?
Access Financial Resources Inc. reported $410.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Access Financial Resources Inc.?
Disclosed owners and executives of Access Financial Resources Inc. include JONES, TROY, EMERY, ATKINSON, WILLIAM, PAUL, TROY E. JONES REVOCABLE TRUST, WOODY FAMILY TRUST, JEFFREY A. ASHFORD LIVING TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.