{
  "crd_number": 111309,
  "slug": "asset-management-advisors-llc-oklahoma-city-ok-111309",
  "primary_business_name": "ASSET MANAGEMENT ADVISORS, LLC",
  "legal_name": "ASSET MANAGEMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Oklahoma City",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "36420",
  "metro": {
    "cbsa_code": "36420",
    "common_name": "Oklahoma City",
    "msa_name": "Oklahoma City, OK",
    "path": "/advisors/ok/oklahoma-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1999-05-26",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 221273854.0,
  "raum_discretionary": 221273854.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 15263272.0,
      "count": 59
    },
    "high_net_worth_individuals": {
      "raum": 204810515.0,
      "count": 40
    },
    "corporations_other_businesses": {
      "raum": 1200067.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OK",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111309",
  "city_as_filed": "OKLAHOMA CITY",
  "url": "https://advisorcensus.com/firm/asset-management-advisors-llc-oklahoma-city-ok-111309",
  "display_name": "Asset Management Advisors, LLC",
  "summary": "Asset Management Advisors, LLC is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 1999, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.",
  "citation": "AdvisorCensus. Asset Management Advisors, LLC (CRD 111309): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Asset Management Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Asset Management Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Asset Management Advisors, LLC located?",
      "a": "Asset Management Advisors, LLC's principal office is in Oklahoma City, OK, according to its Form ADV."
    },
    {
      "q": "Is Asset Management Advisors, LLC registered with the SEC or a state?",
      "a": "Asset Management Advisors, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 111309."
    },
    {
      "q": "How much does Asset Management Advisors, LLC manage?",
      "a": "Asset Management Advisors, LLC reports $221,273,854 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Asset Management Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Asset Management Advisors, LLC: Regulatory assets under management: $150,225,636 in the October 2021 data and $221,273,854 in the October 2026 data, up 47%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Asset Management Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (40); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Which custodians does Asset Management Advisors, LLC use?",
      "a": "Asset Management Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Asset Management Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111309"
    },
    {
      "q": "What changed in Asset Management Advisors, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 1 to 2."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 150225636.0,
      "total_employees": 2,
      "filing_date": "2021-03-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 183684314.0,
      "total_employees": 2,
      "filing_date": "2022-02-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 146889040.0,
      "total_employees": 2,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 171429160.0,
      "total_employees": 2,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 197677058.0,
      "total_employees": 2,
      "filing_date": "2025-02-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 221273854.0,
      "total_employees": 2,
      "filing_date": "2026-08-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 1.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $197,677,058 to $221,273,854 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/asset-management-advisors-llc-oklahoma-city-ok-111309.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 15263272.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 204810515.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1200067.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111309",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}