Asset Management Advisors LLC

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Asset Management Advisors LLC
CRD #111309
SEC #801-56554
CIK #0001596355, 0001756695, 0001054233
AUM $171.4 MM (2024-02-29)
Employees 2 (100% Investors, 0% Brokers)
Phone405-842-1881
Address6307 Waterford Blvd
Oklahoma City, OK 73118-1117
Source [IAPD] [EDGAR]
Total AUM ($MM)
200160120804002001200920172025
CIK Period
0001596355 0001756695 0001054233
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Apple Inc 2,382,844.0 9.6
FPL Group Inc 150,166.4 8.1
Lennar Corp /New/ 20,607.5 8.0
Williams Companies Inc 38,659.7 7.6
Occidental Petroleum Corp /DE/ 57,834.1 7.4
Brookfield Asset Management Inc 7.0
Ally Financial Inc 11,145.1 6.6
Micron Technology Inc 64,610.3 5.3
Verisign Inc/Ca 17,993.8 5.1
Verizon Communications Inc 211,914.0 5.0
Bank of America Corp /DE/ 278,315.2 4.5
Snowflake Inc 45,730.1 4.0
Carmax Inc 15,067.5 3.8
Brookfield Renewable Corp 6,098.5 2.4
Southern Co 75,035.5 0.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 65 16.0
(b) Individuals (high net worth individuals) 35 154.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.9
(n) Other 0 0.0
Total 236 171.4
By Discretionary
Discretionary 236 171.4
Non-Discretionary 0 0.0
Total 236 171.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 171.4
Total 236 171.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001054233]
13F-HR [0001596355]
13F-HR [0001756695]
Comparable Firms State AUM ($BB)
Alpha ZERO LLC
FL 0.2
Vivid Wealth Management LLC
IA 0.2
Monaco Capital Management LLC
VA 0.2
Everest Wealth Management LLC
KS 0.2
Inman Wealth Management LLC
MS 0.2
Christian Investment Advisors Inc
TX 0.2
J P Davis Inc
AZ 0.2
Future Financial Wealth Management Group LLC
OH 0.2
Golden Bell Financial Planning LLC
GA 0.2
Royal Oak Financial Group
OH 0.2
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