# OK401K, Inc.

> OK401K, Inc. is a state-registered investment advisory firm in Oklahoma City, OK, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 286410
- Filed as: OK401K, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286410
- AdvisorCensus page: https://advisorcensus.com/firm/ok401k-inc-oklahoma-city-ok-286410

## Quick answers

**How is OK401K, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), OK401K, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is OK401K, Inc. located?**
OK401K, Inc.'s principal office is in Oklahoma City, OK, according to its Form ADV.

**Is OK401K, Inc. registered with the SEC or a state?**
OK401K, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286410.

**How much does OK401K, Inc. manage?**
OK401K, Inc. reports $53,316,402 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (34% discretionary).

**What types of clients does OK401K, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); corporations or other businesses not listed above (17).

**Does OK401K, Inc. 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/286410

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $53,316,402
- Discretionary: $18,100,000
- Non-discretionary: $35,216,402

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $18,100,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 17 | $35,216,402 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2017 (8 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.

### Websites listed on Form ADV (Item 1.I)
- ok401k.com
- Facebook @TERRY.MORGAN.925
- LinkedIn @terrence-terry-morgan-ok401k

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OK401K, Inc. (CRD 286410): Form ADV filing data as of October 2026.