OATH PLANNING, LLC

1214 East 33rd Street
Tulsa, Oklahoma 74105
Tel: 918-200-9094

About OATH PLANNING, LLC

OATH PLANNING, LLC, formally registered with the SEC as OATH PLANNING, LLC. The firm was established in 06/16/2023. They have over 3 offices throughout the country.

OATH PLANNING, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $200,568,164 assets under management, offering retirement planning & investment advisory services to 838 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299187
SEC#	801-128168
Assets Managed by Firm	$200,568,164
No. of Clients	838
No. of Advisors	6

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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	838	$200,568,164
Individuals (other than high net worth individuals)	359	$124,085,584
High net worth individuals	35	$76,482,580

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CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
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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