A
CRD: 111309
Asset Management Advisors, LLC
Oklahoma City, OK, 73118
4058421881
$221.3M Total AUM
$221.3M Disc. AUM
15.1% 3Y CAGR
2 Employees
101 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-05-1996
- Office Locations
- 1
Office Locations
6307 Waterford Blvd STE 200 Oklahoma City OK
About Asset Management Advisors, LLC
Asset Management Advisors, LLC is a Oklahoma City-based RIA. The firm has been operating for 29 years. Managing $221.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$110.6M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
19.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Oak quantum Delta Vector
Investment Vehicles
Vertex
Services
Bridge eagle Value Eagle legacy Quantum legacy
Owner & Executives
L
LAURA ANN ROY
Managing Member
- CRD
- #6854283
- Ownership
- 50% but less than 75%
(458) 980-7939
summit.frontier@capitalcapital.com
in linkedin.com/in/meridian-quantum
J
JERRY MILTON WILLIAMS
Managing Member, Owner
- CRD
- #2757858
- Ownership
- 50% but less than 75%
(688) 829-3208
atlas.ridge@northcapital.com
in linkedin.com/in/focus-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $221,273,854 | $895,846 |
| Non-Discretionary | $0 | -- |
| Total | $221,273,854 | $895,846 |
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Separately Managed Accounts
Total SMA Asset: $221,273,854
Equity - Exchange:
33.3% Cash:
31.1% Corporate - Investment Grade:
15.1% U.S. Government/Agency:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $381,345,416 | 33.3% |
| Cash | $356,151,424 | 31.1% |
| Corporate - Investment Grade | $172,922,396 | 15.1% |
| U.S. Government/Agency | $234,762,192 | 20.5% |
| Total | $1,145,181,428 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER VECTOR | RADIAL UNISON | HKVTTNFS2 | MLV | 1.11% | $13,465,245 |
| ALPHA ALPHA MATRIX | CAPITAL SIGNAL | ILWPDTU6P | ZJIO | 3.61% | $88,568,719 |
| RIDGE HORIZON CREST | FOCUS CAPITAL | MXESI2QZF | MBRX | 3.99% | $23,682,255 |
| ELEMENT LEGACY FRONTIER | HARBOR NORTH | WFH5UMLAM | PDY | 9.42% | $11,209,958 |
| DELTA FRONTIER | FUSION FOCUS | 6DK1SJWL6 | WLRN | 3.06% | $80,230,563 |
| MERIDIAN ATLAS OPTIMA | BRIDGE CAPITAL | QNA60EPDR | WVUSC | 6.31% | $108,042,432 |
| OAK ATLAS CATALYST | MATRIX PIONEER | XK54WRAQS | HOQ | 7.34% | $35,685,831 |
| HORIZON TIMBER ELEMENT | ZENITH INSIGHT | 657AOZ5R1 | MRFR | 7.46% | $58,844,315 |