COUNCIL OAK WEALTH ADVISORS
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
FINTRXOverview
Council Oak Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2018. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Council Oak charges standard percentage-of-AUM fees but also offers hourly and fixed-fee engagements. The firm does not act as a capital allocator or manage its own private funds, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds14%
- US Government Bonds6%
- Cash & Cash Equivalents5%
Contacts
3 of 5DANIEL BEUTEL
Wealth AdvisorCRD 6949326
John Burrows
Wealth AdvisorCRD 8254568
Alexandra Day
Wealth Advisor AssociateCRD 8157938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$295M in ETFs
73%
$214M
27%
$80.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF) | BlackRock | Passive | High Yield Bond | $25.5M | 1,109,389 | 8.64% |
Location
TULSA, OK
TULSA
Location
TULSA, OK
Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- TULSA
- Address
- 8801 S Yale Ave
- Time zone
- CT (UTC-6)
- Office locations
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