Access Financial Resources Inc.
● SEC registered since 2000CRD 109495SEC# 801-58103Oklahoma City, OK
Reg. AUM
$410.6M
Employees
9
Accounts
2,458
Location
Oklahoma City, OK
Access Financial Resources Inc. assets under management
Access Financial Resources Inc. is a registered investment adviser overseen by the SEC based in Oklahoma City, OK. The firm has been registered since 2000. It reports $410.6 million in regulatory assets under management and employs 9 people.
Access Financial Resources Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Atkinson Family Trust Control | Owner | 25-50% | 2021 |
| Jeffrey a. Ashford Living Trust Control | Owner | 25-50% | 2021 |
| Jeffrey Allan Ashford Control | Chief Investment Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Access Financial Resources Inc. manage?
Access Financial Resources Inc. reports $410.6 million in regulatory assets under management on its Form ADV.
How many employees does Access Financial Resources Inc. have?
Access Financial Resources Inc. reports 9 employees.
Where is Access Financial Resources Inc. located?
Access Financial Resources Inc. is based in Oklahoma City, OK and has been SEC-registered since 2000.
Does Access Financial Resources Inc. disclose fund performance?
Access Financial Resources Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3621 NW 63rd Street, Suite A-1, Oklahoma City, OK 73116 |
| Phone | 405-848-9826 |
| Fax | 405-848-1431 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 882720 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$410.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$410.6Mregulatory AUM
Discretionary $388.8MNon-discretionary $21.8M