ACCESS FINANCIAL RESOURCES INC.
CRD #109495 SEC #801-58103 OKLAHOMA CITY, OK 405-848-9826
SEC Registered Disclosures
Total AUM
$355M
Discretionary
$323.5M
Employees
9
Clients
251
Accounts
2,483
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ASHFORD, JEFFREY, ALLAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASHFORD, JEFFREY, ALLAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASHFORD, JEFFREY, ALLAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASHFORD, JEFFREY, ALLAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASHFORD, JEFFREY, ALLAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ASHFORD, JEFFREY, ALLAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | |
| ATKINSON, WILLIAM, PAUL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| ATKINSON, WILLIAM, PAUL | I | VICE PRESIDENT | NA | Control |
| ATKINSON, WILLIAM, PAUL | I | VICE PRESIDENT | NA | Control |
| ATKINSON, WILLIAM, PAUL | I | VICE PRESIDENT | NA | Control |
| ATKINSON, WILLIAM, PAUL | I | VICE PRESIDENT | NA | Control |
| ATKINSON, WILLIAM, PAUL | I | VICE PRESIDENT | NA | Control |
| ATKINSON, WILLIAM, PAUL | I | VICE PRESIDENT | NA | Control |
| CAGLE, KELSEY, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, TROY, EMERY | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, TROY, EMERY | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, TROY, EMERY | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, TROY, EMERY | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, TROY, EMERY | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, TROY, EMERY | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, TROY, EMERY | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, TROY, EMERY | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, TROY, EMERY | I | SECRETARY OF TREASURY | NA | Control |
| JONES, TROY, EMERY | I | SECRETARY OF TREASURY | NA | Control |
| JONES, TROY, EMERY | I | SECRETARY OF TREASURY | NA | Control |
| JONES, TROY, EMERY | I | SECRETARY OF TREASURY | NA | Control |
| JONES, TROY, EMERY | I | SECRETARY OF TREASURY | NA | Control |
| JONES, TROY, EMERY | I | SECRETARY OF TREASURY | NA | Control |
| WOODY, ROBERT, LEE | I | PRESIDENT | NA | Control |
| WOODY, ROBERT, LEE | I | PRESIDENT | NA | Control |
| WOODY, ROBERT, LEE | I | PRESIDENT | NA | Control |
| WOODY, ROBERT, LEE | I | PRESIDENT | NA | Control |
| WOODY, ROBERT, LEE | I | PRESIDENT | NA | Control |
| WOODY, ROBERT, LEE | I | PRESIDENT | NA | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | PRESIDENT | E | Control |
| JONES, TROY, EMERY | I | CEO | E | Control |
| JONES, TROY, EMERY | I | CEO | E | Control |
| JONES, TROY, EMERY | I | CEO | E | Control |
| JONES, TROY, EMERY | I | CEO | E | Control |
| JONES, TROY, EMERY | I | CEO | E | Control |
| JONES, TROY, EMERY | I | CEO | E | Control |
| JONES, TROY, EMERY | I | CEO | E | Control |
| JONES, TROY, EMERY | I | CEO | E | Control |
| JONES, TROY, EMERY | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | E | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | E | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | E | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | E | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | E | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | E | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | E | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | E | Control |
| ATKINSON FAMILY TRUST | DE | OWNER | C | Control |
| ATKINSON FAMILY TRUST | DE | OWNER | C | Control |
| ATKINSON FAMILY TRUST | DE | OWNER | C | Control |
| ATKINSON FAMILY TRUST | DE | OWNER | C | Control |
| ATKINSON FAMILY TRUST | DE | OWNER | C | Control |
| ATKINSON FAMILY TRUST | DE | OWNER | C | Control |
| JEFFREY A. ASHFORD LIVING TRUST | DE | OWNER | C | Control |
| JEFFREY A. ASHFORD LIVING TRUST | DE | OWNER | C | Control |
| JEFFREY A. ASHFORD LIVING TRUST | DE | OWNER | C | Control |
| JEFFREY A. ASHFORD LIVING TRUST | DE | OWNER | C | Control |
| JEFFREY A. ASHFORD LIVING TRUST | DE | OWNER | C | Control |
| JEFFREY A. ASHFORD LIVING TRUST | DE | OWNER | C | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | C | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | C | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | C | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | C | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | C | Control |
| TROY E. JONES REVOCABLE TRUST | DE | OWNER | C | Control |
| WOODY FAMILY TRUST | DE | OWNER | C | Control |
| WOODY FAMILY TRUST | DE | OWNER | C | Control |
| WOODY FAMILY TRUST | DE | OWNER | C | Control |
| WOODY FAMILY TRUST | DE | OWNER | C | Control |
| WOODY FAMILY TRUST | DE | OWNER | C | Control |
| WOODY FAMILY TRUST | DE | OWNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ASHFORD, JEFFREY, ALLAN | I | JEFFREY A. ASHFORD LIVING TRUST | F | Control |
| ASHFORD, JEFFREY, ALLAN | I | JEFFREY A. ASHFORD LIVING TRUST | F | Control |
| ASHFORD, JEFFREY, ALLAN | I | JEFFREY A. ASHFORD LIVING TRUST | F | Control |
| ASHFORD, JEFFREY, ALLAN | I | JEFFREY A. ASHFORD LIVING TRUST | F | Control |
| ASHFORD, JEFFREY, ALLAN | I | JEFFREY A. ASHFORD LIVING TRUST | F | Control |
| ATKINSON, WILLIAM, PAUL | I | ATKINSON FAMILY TRUST | F | Control |
| ATKINSON, WILLIAM, PAUL | I | ATKINSON FAMILY TRUST | F | Control |
| ATKINSON, WILLIAM, PAUL | I | ATKINSON FAMILY TRUST | F | Control |
| ATKINSON, WILLIAM, PAUL | I | ATKINSON FAMILY TRUST | F | Control |
| ATKINSON, WILLIAM, PAUL | I | ATKINSON FAMILY TRUST | F | Control |
| JONES, TROY, EMERY | I | TROY E. JONES REVOCABLE TRUST | F | Control |
| JONES, TROY, EMERY | I | TROY E. JONES REVOCABLE TRUST | F | Control |
| JONES, TROY, EMERY | I | TROY E. JONES REVOCABLE TRUST | F | Control |
| JONES, TROY, EMERY | I | TROY E. JONES REVOCABLE TRUST | F | Control |
| JONES, TROY, EMERY | I | TROY E. JONES REVOCABLE TRUST | F | Control |
| WOODY, ROBERT, LEE | I | WOODY FAMILY TRUST | F | Control |
| WOODY, ROBERT, LEE | I | WOODY FAMILY TRUST | F | Control |
| WOODY, ROBERT, LEE | I | WOODY FAMILY TRUST | F | Control |
| WOODY, ROBERT, LEE | I | WOODY FAMILY TRUST | F | Control |
| WOODY, ROBERT, LEE | I | WOODY FAMILY TRUST | F | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (8)
CO FL IL KS LA NV OK TX
Address
3621 NW 63RD STREETSUITE A-1
OKLAHOMA CITY, OK 73116
United States
Phone: 405-848-9826