RIA Intel›Advisers›Oklahoma›AARON WILBANKS & ASSOCIATES, INC.

AARON WILBANKS & ASSOCIATES, INC.

Advisory

N·OKLAHOMA CITY, OK

Data as of Mar 31, 2017 · Source: SEC Form ADV

Total AUM

$137M

1-Year AUM Growth

+13.2%

3-Year CAGR

+0.1%

Employees

48

Assets Under Management

Total AUM$137M

Discretionary AUM$107M

Non-Discretionary AUM$30M

Discretionary %78.1%

Total Clients—

Team

Total Employees48

Investment Advisers48

Employee Growth (1Y)—

Filing History

Total Filings on Record45

First FilingJun 28, 2004

Latest FilingMar 31, 2017

🔒 Full AUM trend chart and 45 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AARON WILBANKS & ASSOCIATES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.