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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-08-2018
- Office Locations
- 1
Office Locations
About Council OAK Wealth Advisors
Council Oak Wealth Advisors is a Tulsa-based RIA providing comprehensive financial planning and investment management for aspiring investors, entrepreneurs/business owners, and retirees. The firm supports retirement, estate and succession planning, lending, and risk-managed portfolio construction using ETFs, mutual funds, and fixed income. Works across retail and institutional relationships and custodies primarily with Schwab (also Raymond James).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES E DIACON
Chief Compliance Officer, Managing Director
- CRD
- #1653168
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DANIEL DON BEUTEL
Wealth Advisor
- CRD
- #6949326
John Cody Burrows
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- CRD
- #8254568
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $456,734,801 | $448,659 |
| Non-Discretionary | $72,631,063 | $748,774 |
| Total | $529,365,864 | $474,768 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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