A-Team Financial Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,670,162
Total clients
422
5% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
211
Average account size
$105,853
About
A-Team Financial Investments serves individual investors (including high‑net‑worth and non‑HNW clients) as well as trusts, estates, pension and profit‑sharing plans, corporations and non‑profit entities. The firm provides fee‑based, discretionary portfolio management and investment advisory services and may implement Schwab model portfolios while custodial services are provided by third‑party custodians.
The advisor applies a mix of fundamental, technical and cyclical analysis and implements both long‑term and shorter‑term strategies across a wide range of instruments, including equities, fixed income, options, derivatives, REITs and alternative mutual funds. Retirement account advice is provided under a fiduciary standard and client accounts are reviewed semi‑annually or as market or client circumstances warrant.
A-Team is notable for an unusually high client load relative to its advisor headcount—roughly 422 clients served by two advisors—which may affect how services are delivered. The firm also publishes a free newsletter, offers no‑cost educational seminars and workshops, and discloses that the firm’s principal is a licensed insurance agent who can recommend and receive commissions for insurance and annuity products, a relationship identified as a potential conflict of interest.
Client services
Expertise
Fee options
1.00% to 1.50% annually (negotiable)
Main office location
A-Team Financial Investments
10307 Greenbriar Parkway
Oklahoma City OK 73159, United States
Number of offices
2
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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