SAGEOAK FINANCIAL, LLC
CRD #166927 SEC #801-122855 TULSA, OK (918) 627-3700
SEC Registered
Total AUM
$143.9M
Discretionary
$143.9M
Employees
3
Clients
51
Accounts
655
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $143.9M | $143.9M | $0 | 3 | 5 |
| Sep 2024 | $129.1M | $129.1M | $0 | 3 | 15 |
| Mar 2024 | $129.1M | $129.1M | $0 | 3 | 15 |
| Nov 2023 | $106.8M | $106.8M | $0 | 3 | 6 |
| Sep 2023 | $106.8M | $106.8M | $0 | 3 | 6 |
| Mar 2023 | $106.8M | $106.8M | $0 | 3 | 6 |
| Nov 2022 | $114.1M | $114.1M | $0 | 3 | 4 |
| Mar 2022 | $114.1M | $114.1M | $0 | 3 | 4 |
| Nov 2021 | $114.1M | $114.1M | $0 | 3 | 14 |
DateFeb 2025
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees3
Clients5
DateSep 2024
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees3
Clients15
DateMar 2024
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees3
Clients15
DateNov 2023
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees3
Clients6
DateSep 2023
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees3
Clients6
DateMar 2023
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees3
Clients6
DateNov 2022
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees3
Clients4
DateMar 2022
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees3
Clients4
DateNov 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees3
Clients14