COUNCIL OAK WEALTH ADVISORS

8801 S. Yale Avenue
Suite 420
Tulsa, Oklahoma 74137
Tel: 918-984-9110

About COUNCIL OAK WEALTH ADVISORS

COUNCIL OAK WEALTH ADVISORS, formally registered with the SEC as COUNCIL OAK WEALTH ADVISORS. The firm was established in 06/08/2018. They have over 2 offices throughout the country.

COUNCIL OAK WEALTH ADVISORS is a Tulsa, Oklahoma based Financial Planning firm with nearly $391,018,952 assets under management, offering retirement planning & investment advisory services to 886 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297180
SEC#	801-113403
Assets Managed by Firm	$391,018,952
No. of Clients	886
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ADVISORY CONSULTING AND WEALTH MANAGEMENT PROGRAM)

Firm Client Information

	No. of Clients	AUM
Firm Total	886	$391,018,952
Individuals (other than high net worth individuals)	196	$64,204,654
High net worth individuals	86	$307,175,955
Charitable organizations	7	$19,638,343

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CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136	$3,464,024,447	8	20

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