Asset Management Advisors, LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 111309
- Registered since
- May 26, 1999
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.56%
- Individuals6.9%
- Corporations / Businesses0.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Asset Management Advisors, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and in operation since 1999. The firm is individually owned and provides discretionary portfolio management primarily for individual and family clients as well as small business and institutional accounts. Its fee model is a percentage of assets under management. The firm does not position itself as an ESG investor, does not act as a capital allocator, and does not advertise pension consulting or related‑adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents17%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
Contacts
3 of 3Michael Hackler
CRD 8243536
Jerry Williams
Investment AdvisorCRD 2757858
Laura Roy
Accounting ManagerCRD 6854283
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$275K in ETFs
100%
$275K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 VALUE INDEX FUND (VOOV) | Vanguard | Passive | Large Value | $275K | 1,253 | 100.00% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 6307 Waterford Blvd
- Time zone
- CT (UTC-6)
- Office locations
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