RIA Intel›Advisers›Oklahoma›KRB AND ASSOCIATES, INC

KRB AND ASSOCIATES, INC

Advisory

OKLAHOMA CITY, OK

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account

$16M

across 1 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$0

Non-Discretionary AUM$16M

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOK

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OK

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

BALDWIN FINANCIAL, LLC

OKLAHOMA CITY, OK

$17M

JOHN H TAYLOR, LLC

$17M

THE BUFFALO FINANCIAL GROUP LLC

$17M

GIBBENS CAPITAL MANAGEMENT LLC

$16M

CC INVESTMENT ADVISORS, INC.

OKLAHOMA CITY, OK

$15M

ESOTERIC WEALTH PARTNERS LLC

EDMOND, OK

$18M

Get the full picture on KRB AND ASSOCIATES, INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KRB AND ASSOCIATES, INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans