A-Team Financial Investments

% of assets managed in Oklahoma City, OK

State registeredNo commissions reported

Call (405) 378-2487 Send a message Map ↗

Public-record details

Address: 10307 Greenbriar Parkway, Oklahoma City, OK 73159
Phone: (405) 378-2487
Listed under: % of assets managed
Legal name: A-Team Financial Investments LLC
CRD number: 298219
Registration: State registered: OK, TX
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management: $44.7 million
Accounts managed: 711
Clients reported (Form ADV 5.D): 435
Individual / high-net-worth clients: 402 / 20
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-01-13

State registered (OK, TX) investment adviser, CRD 298219, 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 298219 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

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.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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