Wealth Manager
    SEC Registered
    Manages Private Funds

    Council Oak Wealth Advisors

    Registered investment advisor · Tulsa, Oklahoma · CRD #297180

    Assets Under Management
    $529M
    Client Accounts
    1,115
    Employees
    6
    CRD Number
    297180
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc., Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Council Oak Wealth Advisors

    Council Oak Wealth Advisors is a financial advisory firm based in Tulsa, Oklahoma, managing nearly $391 million in assets. It offers comprehensive wealth management services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Council Oak Wealth Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Council Oak Wealth Advisors's AUM?

    Council Oak Wealth Advisors reports approximately $529M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Council Oak Wealth Advisors headquartered?

    Council Oak Wealth Advisors is headquartered in Tulsa, Oklahoma.

    What is Council Oak Wealth Advisors's CRD number?

    Council Oak Wealth Advisors's CRD number is 297180. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Council Oak Wealth Advisors manage?

    Council Oak Wealth Advisors manages approximately 1,115 client accounts according to its latest SEC filing.

    Is Council Oak Wealth Advisors SEC registered?

    Yes, Council Oak Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Oklahoma

    Exchange Traded Concepts, LLC
    Oklahoma City, OK · $23B AUM
    Cavanal Hill Investment Management, Inc.
    Tulsa, OK · $15.2B AUM
    Capital Advisors, Inc.
    Tulsa, OK · $7.4B AUM
    Exencial Wealth Advisors
    Oklahoma City, OK · $6B AUM
    Ce Investment Management, LLC
    Oklahoma City, OK · $5.9B AUM
    Caption Management, LLC
    Oklahoma City, OK · $3.4B AUM
    See all top RIA firms in Oklahoma →

    Research firms like Council Oak Wealth Advisors at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial