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SAGEOAK FINANCIAL, LLC

CRD 166927 · SEC 801-122855

Visit website

6120 S YALE AVE SUITE 100, TULSA, OK, 74136-4213, United States

Phone

(918) 627-3700

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$174.8M

Discretionary AUM

$174.8M

Team

3 total employees; 3 advisory reps; 10 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; PERCENTAGE OF CLIENT NET WORTH

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminarsTAX PREPARATION

Client types

TypeClientsAUM
Individuals212$81.3M
High net worth individuals51$90.2M

States served

GA, LA, OK, TX

All web addresses on file

Official SEC filing: View on IAPD