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

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
SEC EDGAR: View original filing →

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.

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