Sageoak Financial, LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 166927
- Registered since
- December 13, 2021
- Website
- www.sageoakfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI51.59%
- Individuals46.53%
- Pension & Profit Sharing Plans1.29%
- Charitable Organizations0.55%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sageoak Financial, LLC is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves primarily individual and family clients and offers financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications or newsletters, and educational seminars or workshops. Fee arrangements include asset-based fees, fixed fees and other fee structures. Sageoak does not present itself as a capital allocator or an active ESG investor and is not a multistate adviser.
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 Funds88%
- Exchange Traded Equities11%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Tyler Gray
Managing Director, Financial AdvisorCRD 6163683
Timothy Powell
AttorneyCRD 7974884
Fielding Elseman
Associate Financial AdvisorCRD 8161624
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$148M in ETFs
7%
$9.9M
91%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $33.1M | 746,357 | 22.30% |
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
- 6120 S Yale Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Meliora Capital
RIATulsa, OK
Summit Wealth Group, LLC
RIATulsa, OK
J M Brown Financial Partners
RIATulsa, OK
Robert Stephen Capital Management LLC
RIATulsa, OK
Fredric E. Russell Investment Management Co
RIATulsa, OK
Drawbridge Capital
RIATulsa, OK