SAGEOAK FINANCIAL, LLC

RIASEC RegisteredEst. 2021

Total AUM

$175M

Discretionary

$175M

100% of AUM

Avg account

$253K

Accounts

690

Employees

Advisory reps

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

FINTRX

Overview

Sageoak Financial, LLC is an independent registered investment adviser formed in 2021 and structured as an LLC under individual ownership. The firm serves primarily individual and family clients and operates as a fee-based advisory practice, charging a mix of percentage-of-AUM fees, fixed fees, and other fee arrangements. Its listed advisory activities include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications, and client education through seminars and workshops. The firm is not positioned as an ESG-focused manager, does not identify as a multistate adviser, and is not categorized as a capital allocator. Its service mix suggests a hybrid of ongoing portfolio management and client education/content distribution rather than wholesale or institutional capital-raising.