SourcingSourcing

ACCESS FINANCIAL RESOURCES INC.

B51
CRD 109495·SEC 801-58103·OKLAHOMA CITY, OK
AUM
$410.6M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACCESS FINANCIAL RESOURCES INC.
CRD
109495
SEC file #
801-58103
EIN
—
DBA names
—

Economics

AUM
$410.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$376.0M → $410.6M▲ +9%
Client mix
Individuals Other383
Pension Profit Sharing Plans160
Individuals High Net Worth89
Corporations12

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
8 advisors → 7 advisors▼ -12%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
afradvice.com

Compliance

Disclosures (firm)
6
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ATKINSON FAMILY TRUST
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
ATKINSON FAMILY TRUST
JEFFREY A. ASHFORD LIVING TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AFRADVICE.COM
Rdap Domain Creation Date
2000-04-21T21:53:23Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Porkbun LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Participants
10
Form 5500 Total Compensation
70,545
Form 5500 Compensation Trajectory 3y
202570,545
20240
Form 5500 Plan Count Trajectory 3y
20253
20241
Schedule C Total Compensation
70,545
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-21T21:53:23Z
Rdap Domain Last Changed
2026-04-20T02:56:04Z
Rdap Nameservers
Ns1.dnsimple.comNs2.dnsimple-edge.netNs3.dnsimple.comNs4.dnsimple-edge.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (7)

7
ASHFORD, JEFFREY, ALLAN
IAR · Executive Officer · 2.5%
5020302
WOODY, ROBERT, LEE
IAR · Executive Officer · 2.5%
2891362
ATKINSON, WILLIAM, PAUL
IAR · Executive Officer · 2.5%
2752748
JONES, TROY, EMERY
IAR · Executive Officer · 2.5%
1076516
CAGLE, KELSEY, NICOLE
IAR · Executive Officer · 2.5%
7342584
SHERRY JEAN PRADER
IAR
5494874
BETH ELLEN LEWIS
IAR
2485404