SEC Form ADV

SAGEOAK FINANCIAL, LLC

Registered Investment AdviserOK
$174.8M
Assets Under Management
690
Total Clients
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Registration Details

Accession
CRD-166927
Location
TULSA, OK
Filing Date
March 31, 2026
AUM
$174.8M
Total Clients
690
Amendment
No

About this Adviser

SAGEOAK FINANCIAL, LLC is a registered investment adviser headquartered in TULSA, OK, managing approximately $174.8M in assets across 690 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.