Sweeney Asset Management, LLC

Public-record details

Address

720 Nw 50th St., Suite 101, Oklahoma City, OK 73118

Phone

(405) 601-9390

Listed under

% of assets managed

CRD number

138312

Registration

State registered: OK, TX

Compensation (Form ADV 5.E)

Percentage of assets under management; Other (Solicitor Fees As Paid by Third Parties)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$28.9 million

Accounts managed

55

Clients reported (Form ADV 5.D)

26

Individual / high-net-worth clients

6 / 20

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-01-31

State registered (OK, TX) investment adviser, CRD 138312, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 138312 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.