Overview
Assets Under Management: $175 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 51
Average Client Assets: $1.8 million
Frequently Asked Questions
SAGEOAK FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166927), SAGEOAK FINANCIAL, LLC is subject to fiduciary duty under federal law.
SAGEOAK FINANCIAL, LLC is headquartered in TULSA, OK.
SAGEOAK FINANCIAL, LLC serves 51 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, SAGEOAK FINANCIAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
SAGEOAK FINANCIAL, LLC manages $175 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, SAGEOAK FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.59%
Average Client Assets: $1.8 million
Total Client Accounts: 690
Discretionary Accounts: 690
Regulatory Filings
CRD Number: 166927
Filing ID: 2089057
Last Filing Date: 2026-03-31 17:32:26