Oath Planning, LLC
● SEC registered since 2023CRD 299187SEC# 801-128168Tulsa, OK
Reg. AUM
$284.7M
Employees
8
Accounts
1,104
Location
Tulsa, OK
Oath Planning, LLC assets under management
Oath Planning, LLC is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2023. It reports $284.7 million in regulatory assets under management and employs 8 people.
Oath Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rodney Thomas Yancy Control | President / Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Oath Planning, LLC manage?
Oath Planning, LLC reports $284.7 million in regulatory assets under management on its Form ADV.
How many employees does Oath Planning, LLC have?
Oath Planning, LLC reports 8 employees.
Where is Oath Planning, LLC located?
Oath Planning, LLC is based in Tulsa, OK and has been SEC-registered since 2023.
Does Oath Planning, LLC disclose fund performance?
Oath Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1214 East 33rd Street, Tulsa, OK 74105 |
| Phone | 888-534-4330 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$284.7M▲ 42%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$284.7Mregulatory AUM
Discretionary $284.7M