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ASSET MANAGEMENT ADVISORS, LLC

C39
CRD 111309·SEC 801-56554·OKLAHOMA CITY, OK
AUM
$221.3M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$664K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASSET MANAGEMENT ADVISORS, LLC
CRD
111309
SEC file #
801-56554
EIN
731494987
DBA names
—

Economics

AUM
$221.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$137.5M → $221.3M▲ +61%
Client mix
Individuals Other59
Individuals High Net Worth40
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROY, LAURA, ANN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ROY, LAURA, ANN
WILLIAMS, JERRY, MILTON
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001596355
Edgar Registered
Yes
Edgar Filing Count
52
Edgar First Filing Date
2014-01-15
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
50
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001596355-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6307 WATERFORD BLVDSUITE 200OKLAHOMA CITY, OK 73118
Business
6307 WATERFORD BLVDSUITE 200OKLAHOMA CITY, OK 73118
Edgar EIN
731494987
Edgar Recent Filings
13F-HR2026-04-08 · 0001596355-26-000002
13F-HR2026-01-06 · 0001596355-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6854283
Trust Company Affiliate
No

People (2)

2
WILLIAMS, JERRY, MILTON
IAR · Direct Owner · 62.5%
2757858
ROY, LAURA, ANN
IAR · Direct Owner · 62.5%
6854283