SAGEOAK FINANCIAL, LLC

6964 S. 69th East Ave.
Tulsa, Oklahoma 74133-1738
Tel: (918) 627-3700

About SAGEOAK FINANCIAL, LLC

SAGEOAK FINANCIAL, LLC, formally registered with the SEC as SAGEOAK FINANCIAL, LLC. The firm was established in 12/13/2021. They have over 2 offices throughout the country.

SAGEOAK FINANCIAL, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $143,926,779 assets under management, offering retirement planning & investment advisory services to 655 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166927
SEC#	801-122855
Assets Managed by Firm	$143,926,779
No. of Clients	655
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENTAGE OF CLIENT NET WORTH)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	655	$143,926,779
Individuals (other than high net worth individuals)	212	$69,020,261
High net worth individuals	48	$72,614,134
Pension and profit sharing plans	Fewer than 5 clients	$1,514,816
Charitable organizations	Fewer than 5 clients	$730,244
Corporations or other businesses	Fewer than 5 clients	$47,324

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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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