ACCESS FINANCIAL RESOURCES INC.

CRD 109495File 801-58103

APPROVED

Retail clients

Disclosure events

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$410.6M

Below cohort median (national)

Discretionary AUM

$388.8M

Non-discretionary $21.8M

Clients

644

2,458 accounts

Employees

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.