Oath Planning, LLC
Oath Planning, LLC is an SEC-registered mass-market adviser in Tulsa, OK with $284.7M assets under management (AUM, regulatory AUM), +131% over one year. See who owns Oath Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299187, SEC 801-128168, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $284.7M (2026-02-03)
- Firm type
- Mass-Market Adviser
- Location
- Tulsa, OK
- Employees
- 8
- Clients
- 502
- CRD
- 299187
- Ownership
- Yancy, Rodney, Thomas
How much AUM does Oath Planning, LLC have?
Oath Planning, LLC reported $284.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Oath Planning, LLC?
Disclosed owners and executives of Oath Planning, LLC include Yancy, Rodney, Thomas. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.