# SageOak Financial

SageOak Financial is a Bank / Wealth / Trust based in Tulsa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tulsa, United States
- **Region:** North America
- **Address:** 6120 S Yale Ave Suite 100, Tulsa, OK 74136, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** www.sageoakfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/sageoak

## Regulatory record

- **CRD number:** 166927
- **SEC file number:** 801-122855
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166927

## About

Founded in 2013, SageOak Financial is a Tulsa-headquartered registered investment advisor serving individuals, families, and businesses. The firm explicitly roots its advice in “timeless biblical wisdom” alongside modern portfolio theory, a dual-identity uncommon in the fee-only RIA channel but more familiar in Oklahoma’s faith-driven wealth-advisory market. Its client base is drawn regionally, supported by a main office at Two Warren Place in Tulsa and a satellite office in Oklahoma City. The firm’s menu spans financial planning, discretionary investment management, and wealth management. Portfolios are characterized internally as personalized, low-cost, and tax-efficient; however, specific asset-class exposures, model-provider relationships, or reported performance are not publicly disclosed. The “Institutional Advisory Services” line extends SageOak’s reach into qualified retirement plans, providing fiduciary investment management, investment policy statement development, and committee education — a revenue stream that typically embeds the advisor with local small-to-midsize employers. No named portfolio holdings or direct deal participation is reported in available sources. SageOak markets a network of external financial experts as part of its wealth-management bundle, though specific professional headcount, partner firms, or named specialists are not listed on its materials. No affiliated philanthropic entities, family-office vehicles, or club memberships are referenced on the firm’s website. Recent public news records regarding SageOak are limited; the most operationally significant public update is the relocation of its Tulsa headquarters to the ground floor of Two Warren Place (disclosed on the firm’s website via a relocation notice). The structural differentiator is SageOak’s hybrid retail-institutional design: it operates as a personal wealth manager while maintaining an institutional-services arm that adjudicates retirement-plan architecture for employers. This bifurcation allows the firm to gather assets from business owners as individuals and as plan sponsors, deepening regional wallet share in a single-market MSA where that dual positioning remains relatively rare.

## Offices

- Oklahoma City, OK, United States

## Questions

### What is SageOak Financial's investment philosophy?

SageOak combines modern portfolio theory with principles it describes as “timeless biblical wisdom.” On the investment-management side, the firm emphasizes personalized, low-cost, and tax-efficient portfolios, though it does not publicly disclose specific asset-allocation models, manager lineups, or internal performance benchmarks. The dual fiduciary-and-faith framing is central to its marketing and client-engagement approach.

### Does SageOak Financial serve institutional clients beyond individual wealth management?

Yes — SageOak maintains a dedicated “Institutional Advisory Services” line that targets employer-sponsored retirement plans. Services include serving as a fiduciary investment manager, drafting investment policy statements, delivering committee and participant education, and advising on plan design and vendor evaluation. This unit operates alongside the firm’s retail financial-planning and wealth-management practices.

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- [Sagent Wealth Management](https://altss.com/profile/sagent-wealth-management)
- [Sage Park](https://altss.com/profile/sage-park)

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Last updated: 2026-08-11T02:43:31.692Z

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