Scott
Davis

Asset Management Advisors, LLC

CRD#2764085
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Scott Davis is a financial advisor working out of Oklahoma City, Oklahoma who has 27 years of relevant experience. Davis is on the advisory team at Asset Management Advisors, LLC. They have been an employee of Asset Management Advisors, Llc for all of their career. Davis maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Oklahoma and Texas. Asset Management Advisors, LLC is a financial advisory business that has its headquarters in Oklahoma City, OK. It handles $147 million in assets under management among its 235 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 235 customer accounts, 32% are associated with high-net-worth individuals who have more than $1 million in investable assets. Asset Management Advisors, Llc offers portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on the type of financial services offered. However, fee types charged by Asset Management Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

27 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6307 Waterford Blvd Ste 200
Oklahoma City, OK 73118

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Asset Management Advisors, LLC Brokerage Details

Total Assets Under Management

$146,889,040

OK Average: $681,523,814
Total Number of Employees

2

OK Average: 15
Total Number of Accounts

235

OK Average: 642
Average Account Size

$625,060

OK Average: $1,061,564

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Scott Davis Work History

Scott has been registered as a financial advisor for 27 years.*

1996 - Present (28 years)

Asset Management Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asset Management Advisors, LLC

Laura Roy
Oklahoma City, OK
Jerry Williams
Oklahoma City, OK
Scott Davis
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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