Council Oak Wealth Advisors

RIASEC RegisteredEst. 2018

Total AUM

$529M

Discretionary

$457M

86% of AUM

Avg account

$475K

Accounts

1,115

Employees

Advisory reps

Firm details

Headquarters: Tulsa, Oklahoma
CRD number: 297180
Registered since: June 8, 2018
Website: counciloakwealth.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.56%
Individuals15.86%
Charitable Organizations3.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Council Oak Wealth Advisors is an independent, SEC-registered registered investment adviser formed as an LLC in 2018. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee framework includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The adviser is not structured as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor. Investment activity centers on public funds and mutual funds, supplemented by corporate debt and a range of alternative exposures accessed through third‑party managers. Council Oak uses discretionary authority for most client relationships but maintains a non‑discretionary sleeve as well.