Sageoak Financial, LLC
Sageoak Financial, LLC is an SEC-registered mass-market adviser in Tulsa, OK with $174.8M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Sageoak Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166927, SEC 801-122855, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $174.8M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Tulsa, OK
- Employees
- 3
- Clients
- 263
- CRD
- 166927
- Ownership
- GRAY, TYLER, ALLEN; Ellis, Steven, Wayne; RICKNER, STAN, RAY
How much AUM does Sageoak Financial, LLC have?
Sageoak Financial, LLC reported $174.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Sageoak Financial, LLC?
Disclosed owners and executives of Sageoak Financial, LLC include GRAY, TYLER, ALLEN, Ellis, Steven, Wayne, RICKNER, STAN, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.