# Asset Management Advisors, LLC

> 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.

- CRD: 111309
- Filed as: ASSET MANAGEMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111309
- AdvisorCensus page: https://advisorcensus.com/firm/asset-management-advisors-llc-oklahoma-city-ok-111309

## Quick answers

**How is Asset Management Advisors, LLC compensated?**
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.

**Where is Asset Management Advisors, LLC located?**
Asset Management Advisors, LLC's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Asset Management Advisors, LLC registered with the SEC or a state?**
Asset Management Advisors, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 111309.

**How much does Asset Management Advisors, LLC manage?**
Asset Management Advisors, LLC reports $221,273,854 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**How have Asset Management Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Asset Management Advisors, LLC serve?**
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).

**Which custodians does Asset Management Advisors, LLC use?**
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.

**Does Asset Management Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Asset Management Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $221,273,854
- Discretionary: $221,273,854
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $15,263,272 |
| High net worth individuals | 40 | $204,810,515 |
| Corporations or other businesses not listed above | 2 | $1,200,067 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,225,636 | 2 | March 2, 2021 |
| October 2022 | $183,684,314 | 2 | February 2, 2022 |
| October 2023 | $146,889,040 | 2 | March 15, 2023 |
| October 2024 | $171,429,160 | 2 | February 29, 2024 |
| October 2025 | $197,677,058 | 2 | February 17, 2025 |
| October 2026 | $221,273,854 | 2 | August 11, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 1 to 2.

### August 2026
- Employees performing advisory functions went from 2 to 1.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $197,677,058 to $221,273,854 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Management Advisors, LLC (CRD 111309): Form ADV filing data as of October 2026.