RIA Intel›Advisers›Oklahoma›OK401K, INC.

OK401K, INC.

Advisory

OKLAHOMA CITY, OK

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in OK

#132

of 142 advisers by AUM

Average account

$368K

across 145 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$53M

Discretionary AUM$18M

Non-Discretionary AUM$35M

Discretionary %33.9%

Total Clients145

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOK, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

145 clients

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

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Advisers of similar size in OK

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

WILSHIRE-PENNINGTON GROUP, INC.

NICHOLS HILLS, OK

$53M

INSTITUTIONAL EQUITY ASSOCIATES, LLC

OKLAHOMA CITY, OK

$53M

AMERITRUST INVESTMENT ADVISORS INC

$52M

CIMARRON CAPITAL ASSOCIATES II, LLC

OKLAHOMA CITY, OK

$54M

CONKIN FINANCIAL GROUP, INC.

$55M

$52M

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