COWA, LLC

Legal name: COUNCIL OAK WEALTH ADVISORS

CRD #297180 SEC #801-113403 TULSA, OK 918-984-9110

SEC Registered

Total AUM

$435.2M

Discretionary

$408.7M

Employees

Clients

Accounts

890

Firm Details

Organization Type: Limited Liability Company
State of Formation: Oklahoma
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 30, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
AVARICE HOLDINGS, LLC	DE	MEMBER	NA
AVARICE HOLDINGS, LLC	DE	MEMBER	NA
AVARICE HOLDINGS, LLC	DE	MEMBER	NA
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIACON, JAMES, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
BEUTEL, DANIEL, DON	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	D	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	C	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	C	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	C	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	C	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	C	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	C	Control
SHELTER ME, LLC	DE	MANAGING MEMBER	C	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	C	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	C	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	C	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	C	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	C	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	C	Control
THIRD BUCKET, LLC	DE	MANAGING MEMBER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
DIACON, JAMES, E	I	THIRD BUCKET, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
LOVELLE, NATHAN, JOEL	I	SHELTER ME, LLC	E	Control
YECK, GARY, LEE	I	AVARICE HOLDINGS, LLC	E	Control
YECK, GARY, LEE	I	AVARICE HOLDINGS, LLC	E	Control
YECK, GARY, LEE	I	AVARICE HOLDINGS, LLC	E	Control

Registrations

Federal

Oct 30, 2025 REGISTERED

Notice Filings (7)

CA CO FL KS NH OK TX

Address

8801 S. YALE AVENUE
SUITE 420
TULSA, OK 74137
United States

Phone: 918-984-9110