Sageoak Financial, LLC
● SEC registered since 2021CRD 166927SEC# 801-122855Tulsa, OK
Reg. AUM
$174.8M
Employees
3
Accounts
690
Location
Tulsa, OK
Sageoak Financial, LLC assets under management
Sageoak Financial, LLC is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2021. It reports $174.8 million in regulatory assets under management and employs 3 people.
Sageoak Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Wayne Ellis Control | Principal & Financial Advisor | 25-50% | 2022 |
| Tyler Allen Gray Control | Managing Director, Financial Advisor, Chief Compliance Officer | 50-75% | 2013 |
Frequently asked questions
How much does Sageoak Financial, LLC manage?
Sageoak Financial, LLC reports $174.8 million in regulatory assets under management on its Form ADV.
How many employees does Sageoak Financial, LLC have?
Sageoak Financial, LLC reports 3 employees.
Where is Sageoak Financial, LLC located?
Sageoak Financial, LLC is based in Tulsa, OK and has been SEC-registered since 2021.
Does Sageoak Financial, LLC disclose fund performance?
Sageoak Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6120 S Yale Ave Suite 100, Tulsa, OK 74136-4213 |
| Phone | (918) 627-3700 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174.8M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$174.8Mregulatory AUM
Discretionary $174.8M