American Fidelity Assurance Co (Oklahoma City)

Name: American Fidelity Assurance Co
Address: 2000 N. Classen Blvd, Suite 7 N, Oklahoma City, OK, 73106 6013
Telephone: 405-523-2000

American Fidelity Assurance Co is an adviser based in Oklahoma City. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oklahoma.

American Fidelity Assurance provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay American Fidelity Assurance Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at American Fidelity Assurance Co

John Williams Rex has been acting as President since 1 Feb 1992. Kimberly Anne Fisher joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
American Fidelity Corporation	Shareholder	1 Nov 1973	75% - 100%	73-0966202
Galen Patchel Robbins	Director	1 Apr 1984	Other	4365884
Galen P. Robbins	Director	1 Apr 1984	Other	xxx-xx-xxxx
Kenneth D. Klehm	Senior vice president	1 Jan 1987	Other	xxx-xx-xxxx
Alfred Lynn Litchenburg	Senior vice president	1 Feb 1987	Other	4365919
Alfred L. Litchenburg	Senior vice president	1 Feb 1987	Other	xxx-xx-xxxx
Dean Klehm Kenneth	Senior vice president	1 Jul 1987	Other	4365909
Stephen Paul Garrett	Senior vice president	1 Jan 1990	Other	4365904
Stephn P. Garrett	Senior vice president	1 Jan 1990	Other	xxx-xx-xxxx
Lynda Lee Cameron	Director	1 Jan 1992	Other	2274155
Lynda L. Cameron	Director	1 Jan 1992	Other	xxx-xx-xxxx
John Williams Rex	President/director	1 Feb 1992	Other	4365664
John W. Rex	President/director	1 Feb 1992	Other	xxx-xx-xxxx
David Ray Carpenter	Senior vice president	1 Jan 1994	Other	1697710
David Gene Moore	Senior vice president	1 Jan 1994	Other	4365930
Robert Schille John	Senior vice president	1 Jan 1994	Other	4365941
Peter Cortright Weaver	Senior vice presdient	1 Jan 1994	Other	4365961
David R. Carpenter	Senior vice president	1 Jan 1994	Other	xxx-xx-xxxx
David G. Moore	Senior vice president	1 Jan 1994	Other	xxx-xx-xxxx
John R. Schille	Senior vice president	1 Jan 1994	Other	xxx-xx-xxxx
Peter C. Weaver	Senior vice president	1 Jan 1994	Other	xxx-xx-xxxx
William Arthur Hagstrom	Director	1 Nov 1997	Other	4365886
Rubem Lopez David	Director	1 Nov 1997	Other	4365887
Ruben Lopez David	Director	1 Nov 1997	Other	4365887
William A. Hagstrom	Director	1 Nov 1997	Other	xxx-xx-xxxx
David R. Lopez	Director	1 Nov 1997	Other	xxx-xx-xxxx
William Martyn Cameron	Ch.bd/dir/co	1 Jan 1998	Other	2274250
William Elmer Durrett	Senior chairman of board	1 Jan 1998	Other	1200633
William E. Durrett	Senior chairman of board	1 Jan 1998	Other	xxx-xx-xxxx
William M. Cameron	Ch.bd./dir/ceo	1 Jan 1998	Other	xxx-xx-xxxx
Paula Marshall Chapman	Director	1 Jul 1998	Other	4365890
Paula Marshall	Director	1 Jul 1998	Other	4365890
Gary Eugene Tredway	Senior vice president	1 Aug 1998	Other	1201283
Gary E. Tredway	Senior vice president	1 Aug 1998	Other	xxx-xx-xxxx
Charles Roy Eitel	Director	1 Jan 2000	Other	4365894
Charles R. Eitel	Director	1 Jan 2000	Other	xxx-xx-xxxx
Jeanette M. Rice	Senior vice president	1 Jan 2000	Other	xxx-xx-xxxx
Jeanette Marie Rice	Senior vice president	1 Feb 2000	Other	4365926
Theodore Marinus Elam	Director	1 Apr 2000	Other	1081543
Theodore M. Elam	Director	1 Apr 2000	Other	xxx-xx-xxxx
David Robert Brearton	Senior vice president	1 Dec 2000	Other	4365978
Robert D. Brearton	Senior vice president	1 Dec 2000	Other	xxx-xx-xxxx
David Ray Carpenter	Executive vice president	1 Jan 2002	Other	1697710
Alfred Lynn Litchenburg	Executive vice president	1 Jan 2002	Other	4365919
Gary Eugene Tredway	Executive vice president	1 Jan 2002	Other	1201283
Guy Mac Cooper	Senior vice president	1 Jul 2003	Other	53556
Keith Raymond Johnson	Senior vice president	1 Jan 2004	Other	2872138
Stephen Paul Garrett	Senior vice president and chief compliance officer	1 Nov 2004	Other	4365904
Alex Michael Bagby	Senior vice president	1 Jan 2006	Other	5314904
Robert Alan Marks	Senior vice president	1 Jan 2006	Other	5314908
Ronald Joseph Byrne	Senior vice president	1 Jan 2006	Other	5314912
William Martyn Cameron	Ch.bd/dir/pres/ceo	1 Apr 2006	50% - 75%	2274250
David Robert Brearton	Executive vice president	1 Jan 2007	Other	4365978
Lucy Kathryn Fritts	Senior vice president	1 Jan 2007	Other	5505435
Ricky Dale Summerlin	Senior vice president	1 Jan 2007	Other	1974906
John Monroe Bendheim	Director	1 Apr 2009	Other	5774612
Gregory Scott Allen	Director	1 Apr 2009	Other	5774613
Charles Roy Eitel	Director	1 Aug 2009	Other	4365894
Lawrence Donald Alkire	Senior vice president	1 Jan 2010	Other	2258242
Christopher T Kenney	Chief compliance officer	1 Feb 2010	Other	5452832
Stephen Michael Prescott	Director	1 Aug 2010	Other	5906676
Tommie Joe Mcdaniel	Director	1 Aug 2011	Other	6040329
Christopher Thomas Kenney	Assistant sec compliance officer	1 Jan 2012	Other	5452832
David Michael Robinson	Chief sec compliance officer	1 Jan 2012	Other	2304597
Traci Celene Hampton	Senior vice president	1 Jan 2012	Other	6308390
David Michael Robinson	Chief compliance officer	1 Feb 2012	Other	2304597
Timothy H Bolden	Chief compliance officer	1 Jun 2012	Other	5376036
Kimberly Anne Fisher	Senior vice president	1 Jan 2013	Other	6308389

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
William Martyn Cameron	President/shareholder	1 May 1980	50% - 75%	2274250
Lynda Lee Cameron	Shareholder	1 May 1980	50% - 75%	2274155
William M. Cameron	Shareholder	1 May 1980	50% - 75%	xxx-xx-xxxx
Lynda L. Cameron	Shareholder	1 May 1980	50% - 75%	xxx-xx-xxxx
Cameron Enterprises A Limited Partnership	Shareholder	1 Dec 1985	75% - 100%	73-1267299
Inc. Cameron Associates	Sole general partner	1 Oct 1999	75% - 100%	73-1533495

Based in Oklahoma City

The principal office where American Fidelity Assurance Co performs its advisory services is located at 2000 N. Classen Blvd, Suite 7 N, Oklahoma City, OK 73106 6013, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-523-2000 or by fax 405-416-7879. The normal business hours are 8:00 a.m. - 4:45 p.m. on Monday - Friday. You can find more information about the New York firm at www.af-group.com.