← Directory
ACCESS FINANCIAL RESOURCES INC.
CRD 109495File 801-58103
APPROVED
Retail clients
Disclosure events
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$410.6M
Below cohort median (national)
Discretionary AUM
$388.8M
Non-discretionary $21.8M
Clients
644
2,458 accounts
Employees
9
Above cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 7, 2000
- Principal office
- 3621 NW 63RD STREET, SUITE A-1, OKLAHOMA CITY, OK, 73116
- Phone
- 405-848-9826
- Website
- HTTP://WWW.AFRADVICE.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $410.6M
- Discretionary AUM
- $388.8M
- Non-discretionary AUM
- $21.8M
- Discretionary accounts
- 2,365
- Non-discretionary accounts
- 93
- Total accounts
- 2,458
- AUM per client
- $638K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $3.0M |
| High net worth individuals | 89 | $123.8M |
| Pension and profit sharing plans | 160 | $187.9M |
| Individuals (other than high net worth individuals) | 383 | $96.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 623 | 644 | increased by21 |
| May 1, 2026 | AUM | $354,996,372 | $410,602,883 | increased by$55,606,511 |
| May 1, 2026 | Accounts | 2,483 | 2,458 | decreased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 594 | 623 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $289,353,931 | $354,996,372 | increased by$65,642,441 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,163 | 2,483 | increased by320 |
| Apr 1, 2022 | Clients | 550 | 594 | increased by44 |
| Apr 1, 2022 | AUM | $260,316,933 | $289,353,931 | increased by$29,036,998 |
| Apr 1, 2022 | Accounts | 2,147 | 2,163 | increased by16 |
| Dec 1, 2021 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCESS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCESS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.