Council Oak Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 20, 2026, reports $529M in regulatory assets under management, 6 employees, 1 office, and 1,115 accounts.
Assets Under Management
$529M
Employees
6
Offices
1 office
Total Clients
378
Primary office
TULSA, OK
8801 S. YALE AVENUE, SUITE 420, TULSA, OK, United States
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
253
2
HNWI
31.0%
117
3
Charitable
2.1%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$529Mas of March 20, 2026
Discretionary86.3%
$457M
86% of total RAUM86.3%
Non-discretionary13.7%
$73M
14% of total RAUM13.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$529M
Total Accounts1,115
10Y AUM Change+$529M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee63:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.