Oath Planning, LLC 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 February 3, 2026, reports $285M in regulatory assets under management, 8 employees, 2 offices, and 1,104 accounts.
Top client segmentIndividuals represent 88.4% of total clients.
Top client categories% of clientsClients
1
Individuals
88.4%
444
2
HNWI
11.6%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$285Mas of February 3, 2026
Discretionary100.0%
$285M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$285M
Total Accounts1,104
10Y AUM Change+$181M (+175.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee63:1
10Y Employee Change+2 (+33.3%)
* 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.