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A-TEAM FINANCIAL INVESTMENTS LLC

Advisory

OKLAHOMA CITY, OK

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in OK
#142
of 142 advisers by AUM
Average account
$63K
across 711 accounts
AUM per adviser
$22M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM
$45M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients435
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.
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$45M
FIRST STATE INVESTMENT ADVISORS INC
TULSA, OK
$43M
-2.3% 1Y
D.M. WEALTH MANAGEMENT, INC.
NORMAN, OK
$47M
CRISWELL FINANCIAL GROUP INC
OKLAHOMA, OK
$42M
CENTURY ADVISORS, LLC
OKLAHOMA CITY, OK
$42M
-27.5% 1Y
NETADVIZOR WEALTH LLC
$40M

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