Asset Management Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$220,073,787
Clients
99
Advisors
3
of 3 employees
About
The firm provides discretionary investment management to individuals, families, trusts, limited liability companies and retirement plans and also offers family office services such as accounting, recordkeeping, bill paying and coordination of estate and tax planning. In addition to portfolio management, the firm administers oil and gas interests for clients, including collection of revenues and payment of working-interest billings.
Investment decisions are made using fundamental analysis with a long-term total return objective and a value-investing focus, typically holding a concentrated portfolio (roughly 15–25 positions) supplemented by bonds, ETFs and, when appropriate, margin or covered-call strategies. Client relationships are documented with investment policy statements, and the firm operates on a discretionary basis with trading authority implemented through client custodial arrangements and limited powers of attorney.
Distinctive aspects include the firm’s ongoing role as a family office manager—at times with signature authority over client bank accounts—and its specialized management and accounting for royalty and non-operated oil and gas interests, with those cash-management arrangements subject to annual surprise audits by an independent CPA. The firm is fee-only and recommends a primary custodian that provides institutional services to the adviser, a relationship the firm discloses as a potential conflict of interest it manages in selecting custody and execution.
Client services
Expertise
Fee options
Fixed fees apply for Family Office and Oil and Gas Management services; fee schedules available upon request.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.50%
Hourly charges apply for Family Office and Oil and Gas Management services; fee schedules available upon request.
Account minimum: $1,000,000 Fee-only: Fee-only advisor, no commissions received from brokerage firms or fund companies.
Main office
6307 Waterford Blvd., Suite 200
Oklahoma City OK 73118-1117
Advisors at this office
3
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jerry W
Series 65
Oklahoma City, OK
Asset Management Advisors, LLC
Jerry Williams is a Series 65-licensed financial advisor with Asset Management Advisors, LLC in Oklahoma City, where he has worked for 30 years. His experience is focused on discretionary investment management and family office services. Asset Management Advisors provides investment management and family office services to individuals, families, trusts, limited liability companies, and retirement plans. The firm uses fundamental analysis with a value-investing approach, manages concentrated portfolios supplemented by bonds and ETFs, and offers specialized administration of oil and gas interests.
Laura R
Series 65
Oklahoma City, OK
Asset Management Advisors, LLC
Laura Roy is a financial advisor at Asset Management Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and previously worked at Chesapeake Energy Corporation and Laura A. Hackler CPA. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, families, trusts, limited liability companies, and retirement plans. The firm specializes in value-oriented, long-term portfolio management and also administers oil and gas interests for clients, including revenue collection and billing.
Michael H
Series 65
Oklahoma City, OK
Asset Management Advisors, LLC
Michael Hackler is a financial advisor at Asset Management Advisors, LLC in Oklahoma City, holding a Series 65 credential with one year of industry experience. Prior to his role in financial advising, he worked for 15 years at Swedish Import Repair. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, families, trusts, LLCs, and retirement plans. The firm focuses on long-term, value-oriented investing with a concentrated portfolio and specializes in managing and accounting for royalty and non-operated oil and gas interests.
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