Council Oak Wealth Advisors

CRD 297180 · Tulsa, OK · $529.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 297180
SEC number: 801-113403
Firm type: RIA
Assets under management: $529.4M as of Mar 20, 2026
Website: counciloakinvestments.com ↗
Phone: 918-984-9110
Address: 8801 S. Yale Avenue, Tulsa, OK, 74137

Advisors at this firm

5 in our index · page 1 of 1

Daniel Don BeutelCRD 6949326 · Tulsa, OK

IA Registered
John Cody BurrowsCRD 8254568 · Tulsa, OK

IA Registered
James E DiaconCRD 1653168 · Tulsa, OK

IA RegisteredRegistration inactive
Alexandra DayCRD 8157938 · Tulsa, OK

IA Registered
Nathan Joel LovelleCRD 3153234 · Tulsa, OK

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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