Sageoak Financial, LLC

CRD 166927 · Tulsa, OK · $174.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 166927
SEC number: 801-122855
Firm type: RIA
Assets under management: $174.8M as of Mar 31, 2026
Website: www.linkedin.com/company/sageoak ↗
Phone: (918) 627-3700
Address: 6120 S Yale Ave Suite 100, Tulsa, OK, 74136-4213

Advisors at this firm

4 in our index · page 1 of 1

Steven Wayne EllisCRD 1574466 · Tulsa, OK

IA RegisteredRegistration inactive

Disclosure event(s) on record
Fielding Lyle ElsemanCRD 8161624 · Tulsa, OK

IA Registered
Tyler Allen GrayCRD 6163683 · Tulsa, OK

IA Registered
Timothy Scott PowellCRD 7974884 · Tulsa, OK

IA Registered

Source & corrections

Where this page comes from

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