{"url":"https://nivawealth.com/firms/asset-management-advisors-111309","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111309","regulatoryAum":221273854,"crd":"111309","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8243536","suffix":null,"lastName":"Hackler","firstName":"Michael","middleName":"Patrick"},{"crd":"6854283","suffix":null,"lastName":"ROY","firstName":"LAURA","middleName":"ANN"},{"crd":"2757858","suffix":null,"lastName":"WILLIAMS","firstName":"JERRY","middleName":"MILTON"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-02","regulatoryAum":150225636,"clients":109,"employees":2,"offices":1},{"filedOn":"2022-02-02","regulatoryAum":183684314,"clients":106,"employees":2,"offices":1},{"filedOn":"2023-03-15","regulatoryAum":146889040,"clients":99,"employees":2,"offices":1},{"filedOn":"2024-02-29","regulatoryAum":171429160,"clients":101,"employees":2,"offices":1},{"filedOn":"2025-02-17","regulatoryAum":197677058,"clients":103,"employees":2,"offices":1},{"filedOn":"2026-08-11","regulatoryAum":221273854,"clients":101,"employees":2,"offices":1}],"secFileNumber":"801-56554","legalName":"Asset Management Advisors, LLC","displayName":"Asset Management Advisors","slug":"asset-management-advisors-111309","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1996","organization":"Oklahoma limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6307 Waterford BLVD., Suite 200","city":"Oklahoma City","state":"OK","stateName":"Oklahoma","country":"United States","postalCode":"73118-1117"},"tradeNames":[],"registration":{"secApproved":"26 May 1999","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2222967.5454545454,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":221273854,"discretionary":221273854,"discretionaryAccounts":247,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":59,"regulatoryAum":15263272},{"label":"High-net-worth individuals","clients":40,"regulatoryAum":204810515},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":1200067}],"feePrograms":[{"role":"main","program":"Investment Management","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":3000000,"pct":0.8,"from":1000000},{"to":null,"pct":0.5,"from":3000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054529","versionId":1054529,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-08-11","documentName":"ASSET MANAGEMENT ADVISORS, LLC ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family Office and Oil and Gas Management","summary":"Fees are a combination of fixed fees, a percentage of revenues and hourly charges; fee schedules are available on request.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054529","versionId":1054529,"submittedOn":"2026-08-11","documentName":"ASSET MANAGEMENT ADVISORS, LLC ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:09:41.589157+00:00","documents":[{"name":"ASSET MANAGEMENT ADVISORS, LLC ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054529","versionId":1054529,"submittedOn":"2026-08-11"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":210804524}],"custodyNote":"Asset Management Advisors has custody of $48.8M in client assets for 9 clients.","otherCustodians":[],"leadership":[{"name":"Laura Roy","title":"Chief Compliance Officer","crd":"6854283"},{"name":"Laura Roy","title":"Managing Member","crd":"6854283"}],"ownership":[{"label":"Laura Roy","detail":"Managing member in the 50% to 75% ownership band and a control person, since January 2018. 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They include 59 individual clients, 40 high-net-worth individuals, and 2 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Asset Management Advisors offer?","answer":"Asset Management Advisors provides portfolio management for individuals and small businesses, estate planning, family office services, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Asset Management Advisors charge?","answer":"Asset Management Advisors charges 0.50%–1.00% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.","source":"ASSET MANAGEMENT ADVISORS, LLC ADV PART 2A, filed 11 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Asset Management Advisors use?","answer":"Asset Management Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $211M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Asset Management Advisors have?","answer":"Asset Management Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Asset Management Advisors invest in?","answer":"At the end of its last fiscal year, Asset Management Advisors’ separately managed accounts held 76% exchange-traded equities, 17% cash and equivalents, 5% investment grade corporate bonds and 2% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Asset Management Advisors have a minimum investment?","answer":"Yes, Asset Management Advisors’ minimum account size for its Investment Management is $1M.","source":"ASSET MANAGEMENT ADVISORS, LLC ADV PART 2A, filed 11 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Asset Management Advisors?","answer":"Asset Management Advisors’ direct owner is Laura Roy (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Asset Management Advisors get paid?","answer":"Asset Management Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Asset Management Advisors?","answer":"Asset Management Advisors’ main office is at 6307 Waterford BLVD., Suite 200, Oklahoma City, OK 73118-1117. Its phone number is 405-842-1881.","source":"Form ADV Part 1A, Item 1.F, filed 11 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/asset-management-advisors-111309/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-02","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1596355/000159635526000003/0001596355-26-000003-index.html","totalValue":180807891,"positionCount":17,"top10Share":0.8685690548760396,"top10":[{"issuer":"Berkshire Hathaway B","titleOfClass":"COM","cusip":"084670702","value":56153766,"shares":112220,"shareType":"SH","priorValue":53611938,"priorShares":111878},{"issuer":"Micron Technology Inc.","titleOfClass":"COM","cusip":"595112103","value":20450556,"shares":17717,"shareType":"SH","priorValue":6887544,"priorShares":20387},{"issuer":"Brookfield Corp","titleOfClass":"COM","cusip":"11271J107","value":14714845,"shares":345500,"shareType":"SH","priorValue":13823540,"priorShares":341575},{"issuer":"Williams Companies","titleOfClass":"COM","cusip":"969457100","value":12851230,"shares":172871,"shareType":"SH","priorValue":12635772,"priorShares":173616},{"issuer":"Alphabet Inc - 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}