RIA Intel›Advisers›Oklahoma›TRAC WEALTH MANAGEMENT, INC

TRAC WEALTH MANAGEMENT, INC

Advisory

NORMAN, OK

Data as of Apr 10, 2026 · Source: SEC Form ADV

Average account
$91K
across 162 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM
$15M
Discretionary %
78.5%
Clients
162
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$15M
Discretionary AUM$12M
Non-Discretionary AUM$3M
Discretionary %78.5%
Total Clients162
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

THE FOCUS GROUP ADVISORS, LLC
$14M
-98.7% 1Y
CC INVESTMENT ADVISORS, INC.
OKLAHOMA CITY, OK
$15M
GIBBENS CAPITAL MANAGEMENT LLC
$16M
COWAN FINANCIAL SERVICES, LLC
$13M
KRB AND ASSOCIATES, INC
OKLAHOMA CITY, OK
$16M
BALDWIN FINANCIAL, LLC
OKLAHOMA CITY, OK
$17M

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