OATH PLANNING, LLC
CRD #299187 SEC #801-128168 TULSA, OK 918-200-9094
SEC Registered
Total AUM
$200.6M
Discretionary
$200.6M
Employees
6
Clients
251
Accounts
838
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Yancy, Rodney, Thomas | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| Yancy, Rodney, Thomas | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| Yancy, Rodney, Thomas | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| Yancy, Rodney, Thomas | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| Yancy, Rodney, Thomas | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| Yancy, Rodney, Thomas | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| Yancy, Rodney, Thomas | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (27)
AR AZ CA CO CT FL IA IL IN KS KY ME MI MO MS NC NE NY OH OK PA SC TN TX UT VA WI
Address
1214 EAST 33RD STREETTULSA, OK 74105
United States
Phone: 918-200-9094