SEC Form ADV

SAGEOAK FINANCIAL, LLC

Firm profile: SageOak Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOK
$174.8M
Assets Under Management
10
Total Clients
3
Employees
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Registration Details

Accession
crd-166927
Location
TULSA, OK
Filing Date
July 14, 2026
AUM
$174.8M
Total Clients
10
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

SAGEOAK FINANCIAL, LLC is a registered investment adviser headquartered in TULSA, OK, managing approximately $174.8M in assets across 10 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.