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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ACCESS FINANCIAL RESOURCES INC.

CRD 109495

OKLAHOMA CITY, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:91ec4e7e-6890-478b-9fb5-15b46de30cce

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 4
On other graphs: 0
Observed: Mar 26, 2012 to Apr 30, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.54 fund_share=0.0 institutional_share=0.46 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $411MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $389M
Private client RAUM: $220MderivedItem 5.D individuals plus high net worth individuals
Private client share: 54%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $58.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,458
Individual clients: 383
High net worth clients: 89
SEC number: 801-58103
CIK: 882720
CRD: 109495
Filings on the tape: 31
First filed: Mar 26, 2012
Latest filed: Apr 30, 2026
Organised: Corporation, OK
Website: afradvice.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TROY EMERY JONES	Certified Financial Planner	OKLAHOMA CITY, OK	34	45	n/a	no
ROBERT LEE WOODY	n/a	OKLAHOMA CITY, OK	24	25	n/a	no
JEFFREY ALLAN ASHFORD	Certified Financial Planner	OKLAHOMA CITY, OK	20	23	n/a	no
WILLIAM PAUL ATKINSON	Certified Financial Planner	OKLAHOMA CITY, OK	18	30	1	no
BETH ELLEN LEWIS	n/a	OKLAHOMA CITY, OK	10	22	2	no
SHERRY JEAN PRADER	n/a	OKLAHOMA CITY, OK	9	18	1	no
KELSEY NICOLE CAGLE	n/a	OKLAHOMA CITY, OK	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ASHFORD, JEFFREY, ALLAN	Trustee	F	yes	01/2002	Nov 5, 2021	Mar 20, 2024
ASHFORD, JEFFREY, ALLAN	CHIEF COMPLIANCE OFFICER	Na	yes	10/2021	Nov 5, 2021	Mar 20, 2024
ATKINSON FAMILY TRUST	Owner	C	yes	10/2021	Nov 5, 2021	Mar 20, 2024
ATKINSON, WILLIAM, PAUL	Trustee	F	yes	01/2008	Mar 26, 2012	Mar 20, 2024
ATKINSON, WILLIAM, PAUL	VICE PRESIDENT	Na	yes	10/2021	Mar 26, 2012	Mar 20, 2024
JEFFREY A. ASHFORD LIVING TRUST	Owner	C	yes	10/2021	Nov 5, 2021	Mar 20, 2024
JONES, TROY, EMERY	Trustee	F	yes	11/2011	Mar 26, 2012	Mar 20, 2024
JONES, TROY, EMERY	SECRETARY OF TREASURY	Na	yes	10/2021	Mar 26, 2012	Mar 20, 2024
TROY E. JONES REVOCABLE TRUST	Owner	C	yes	11/2011	Mar 25, 2019	Mar 20, 2024
WOODY FAMILY TRUST	Owner	C	yes	10/2021	Nov 5, 2021	Mar 20, 2024
WOODY, ROBERT, LEE	President	Na	yes	10/2021	Nov 5, 2021	Mar 20, 2024
WOODY, ROBERT, LEE	Trustee	F	yes	02/2008	Nov 5, 2021	Mar 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ADVISORS PLAN ADMINISTRATORS, LLC	n/a	n/a	n/a	Y	yes	n/a
WILLIAM P. ATKINSON, III, ATTORNEY AT LAW	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$411M	$389M	9	7	0	n/a	n/a
2024	Mar 25, 2025	$355M	$323M	9	7	0	n/a	n/a
2023	Mar 20, 2024	$308M	$283M	9	7	0	n/a	n/a
2022	Mar 22, 2023	$306M	$278M	9	9	0	n/a	n/a
2021	Mar 1, 2022	$289M	$273M	9	9	0	n/a	n/a
2020	Mar 16, 2021	$260M	$246M	7	7	0	n/a	n/a
2019	Feb 24, 2020	$256M	$232M	7	7	0	n/a	n/a
2018	Mar 25, 2019	$376M	$339M	8	8	1	n/a	n/a
2017	Mar 19, 2018	$377M	$326M	8	8	1	n/a	n/a
2016	Mar 14, 2017	$315M	$283M	8	8	n/a	n/a	n/a
2015	Mar 7, 2016	$294M	$257M	7	7	n/a	n/a	n/a
2014	Mar 18, 2015	$312M	$272M	6	6	n/a	n/a	n/a
2013	Mar 14, 2014	$293M	$251M	5	5	n/a	n/a	n/a
2012	Mar 27, 2013	$276M	$235M	5	5	n/a	n/a	n/a
2011	Mar 26, 2012	$247M	$199M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$411M	$355M	15.7%	$306M	10.3%	9	9	0	0

Relationships

Registered with (8)

← KELSEY NICOLE CAGLEAdvisorregistration: current employment
Nov 20, 2024 to presentfactForm ADV
← SHERRY JEAN PRADERAdvisorregistration: current employment
Dec 1, 2016 to presentfactForm ADV
← BETH ELLEN LEWISAdvisorregistration: current employment
Oct 6, 2015 to presentfactForm ADV
← WILLIAM PAUL ATKINSONAdvisorregistration: previous registration
May 11, 1998 to Mar 7, 2007factForm ADV
← JEFFREY ALLAN ASHFORDAdvisorregistration: current employment
Sep 20, 2005 to presentfactForm ADV
← ROBERT LEE WOODYAdvisorregistration: current employment
Oct 30, 2001 to presentfactForm ADV
← TROY EMERY JONESAdvisorregistration: current employment
Jan 10, 1992 to presentfactForm ADV
← JAMES JOSEPH OPLOTNIKAdvisorregistration: previous registration
Jan 10, 1992 to Feb 2, 2009factForm ADV

Controls (8)

← JONES, TROY, EMERYOwnerTRUSTEE, ownership code F, individual
Mar 26, 2012 to Mar 20, 2024factForm ADV
← ATKINSON, WILLIAM, PAULOwnerTRUSTEE, ownership code F, individual
Mar 26, 2012 to Mar 20, 2024factForm ADV
← WOODY, ROBERT, LEEOwnerTRUSTEE, ownership code F, individual
Nov 5, 2021 to Mar 20, 2024factForm ADV
← ASHFORD, JEFFREY, ALLANOwnerTRUSTEE, ownership code F, individual
Nov 5, 2021 to Mar 20, 2024factForm ADV
← ATKINSON FAMILY TRUSTOwnerOWNER, ownership code C, domestic entity
Nov 5, 2021 to Mar 20, 2024factForm ADV
← JEFFREY A. ASHFORD LIVING TRUSTOwnerOWNER, ownership code C, domestic entity
Nov 5, 2021 to Mar 20, 2024factForm ADV
← TROY E. JONES REVOCABLE TRUSTOwnerOWNER, ownership code C, domestic entity
Mar 25, 2019 to Mar 20, 2024factForm ADV
← WOODY FAMILY TRUSTOwnerOWNER, ownership code C, domestic entity
Nov 5, 2021 to Mar 20, 2024factForm ADV

Dated events

Occurred
Nov 5, 2021
Control person joined
Lee Robert Woody (Trustee) appeared on Schedule A of Access Financial Resources Inc.
Form ADVobserved 4 days ago
Occurred
Nov 5, 2021
Control person joined
Allan Jeffrey Ashford (Trustee) appeared on Schedule A of Access Financial Resources Inc.
Form ADVobserved 4 days ago
Occurred
Nov 5, 2021
Control person joined
Paul William Atkinson (Trustee) appeared on Schedule A of Access Financial Resources Inc.
Form ADVobserved 4 days ago
Occurred
Feb 24, 2020
Regulatory AUM changed
Access Financial Resources Inc. reported RAUM $256.5M, down 32% from $376.0M (2019-08-01 to 2020-02-24)
Form ADVobserved 4 days ago
$-120M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91ec4e7e-6890-478b-9fb5-15b46de30cce
First observed: Mar 26, 2012
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACCESS FINANCIAL RESOURCES INC.

CRD 109495

OKLAHOMA CITY, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:91ec4e7e-6890-478b-9fb5-15b46de30cce

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:12 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TROY EMERY JONES

Certified Financial Planner

OKLAHOMA CITY, OK

n/a

ROBERT LEE WOODY

n/a

OKLAHOMA CITY, OK

n/a

JEFFREY ALLAN ASHFORD

Certified Financial Planner

OKLAHOMA CITY, OK

n/a

WILLIAM PAUL ATKINSON

Certified Financial Planner

OKLAHOMA CITY, OK

BETH ELLEN LEWIS

n/a

OKLAHOMA CITY, OK

SHERRY JEAN PRADER

n/a

OKLAHOMA CITY, OK

KELSEY NICOLE CAGLE

n/a

OKLAHOMA CITY, OK

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASHFORD, JEFFREY, ALLAN

Trustee

yes

01/2002

Nov 5, 2021

Mar 20, 2024

ASHFORD, JEFFREY, ALLAN

CHIEF COMPLIANCE OFFICER

yes

10/2021

Nov 5, 2021

Mar 20, 2024

ATKINSON FAMILY TRUST

Owner

yes

10/2021

Nov 5, 2021

Mar 20, 2024

ATKINSON, WILLIAM, PAUL

Trustee

yes

01/2008

Mar 26, 2012

Mar 20, 2024

ATKINSON, WILLIAM, PAUL

VICE PRESIDENT

yes

10/2021

Mar 26, 2012

Mar 20, 2024

JEFFREY A. ASHFORD LIVING TRUST

Owner

yes

10/2021

Nov 5, 2021

Mar 20, 2024

JONES, TROY, EMERY

Trustee

yes

11/2011

Mar 26, 2012

Mar 20, 2024

JONES, TROY, EMERY

SECRETARY OF TREASURY

yes

10/2021

Mar 26, 2012

Mar 20, 2024

TROY E. JONES REVOCABLE TRUST

Owner

yes

11/2011

Mar 25, 2019

Mar 20, 2024

WOODY FAMILY TRUST

Owner

yes

10/2021

Nov 5, 2021

Mar 20, 2024

WOODY, ROBERT, LEE

President

yes

10/2021

Nov 5, 2021

Mar 20, 2024

WOODY, ROBERT, LEE

Trustee

yes

02/2008

Nov 5, 2021

Mar 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ADVISORS PLAN ADMINISTRATORS, LLC

n/a

yes

n/a

WILLIAM P. ATKINSON, III, ATTORNEY AT LAW

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$411M

$389M

n/a

2024

Mar 25, 2025

$355M

$323M

n/a

2023

Mar 20, 2024

$308M

$283M

n/a

2022

Mar 22, 2023

$306M

$278M

n/a

2021

Mar 1, 2022

$289M

$273M

n/a

2020

Mar 16, 2021

$260M

$246M

n/a

2019

Feb 24, 2020

$256M

$232M

n/a

2018

Mar 25, 2019

$376M

$339M

n/a

2017

Mar 19, 2018

$377M

$326M

n/a

2016

Mar 14, 2017

$315M

$283M

n/a

2015

Mar 7, 2016

$294M

$257M

n/a

2014

Mar 18, 2015

$312M

$272M

n/a

2013

Mar 14, 2014

$293M

$251M

n/a

2012

Mar 27, 2013

$276M

$235M

n/a

2011

Mar 26, 2012

$247M

$199M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$411M

$355M

15.7%

$306M

10.3%