# Access Advisory Group LLC

> Access Advisory Group LLC is a state-registered investment advisory firm in Oklahoma City, OK, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 149048
- Filed as: ACCESS ADVISORY GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149048
- AdvisorCensus page: https://advisorcensus.com/firm/access-advisory-group-llc-oklahoma-city-ok-149048

## Quick answers

**How is Access Advisory Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Access Advisory Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Access Advisory Group LLC located?**
Access Advisory Group LLC's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Access Advisory Group LLC registered with the SEC or a state?**
Access Advisory Group LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149048.

**How much does Access Advisory Group LLC manage?**
Access Advisory Group LLC reports $38,218,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**What types of clients does Access Advisory Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (343); high net worth individuals (5).

**Does Access Advisory Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149048

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $38,218,000
- Discretionary: $0
- Non-discretionary: $38,218,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 343 | $27,556,000 |
| High net worth individuals | 5 | $10,662,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Access Advisory Group LLC (CRD 149048): Form ADV filing data as of October 2026.