$284.7M Total AUM
$284.7M Disc. AUM
-- 3Y CAGR
8 Employees
502 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Alpha matrix
- Established Date
- 11-16-2018
- Office Locations
- 5
Office Locations
1 Chisholm Trail Road Suite 450 Round Rock TX
1214 East 33rd Street Tulsa OK
320 Rollston AVE Suite 103 Fayetteville AR
About Oath Planning, LLC
Oath Planning is a fiduciary advisory firm focused on retirement-minded households, integrating investment management with proactive tax, insurance/risk, and estate planning in one coordinated plan with quarterly reviews. Portfolios are built with ETFs and mutual funds. Differentiator: estate planning is supported by Oath lawyers with recognized expertise; custody includes Charles Schwab or Fidelity/NFS.
Team overview
32 AVG AGE
$47.4M AVG AUM / ADVISOR
$567.1K AVG AUM / CLIENT
5.2 yrs AVG TENURE
8 Employees
6 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Harbor Atlas legacy Unison meridian Unison Oak vector
Client Personas
Quantum Signal
Custodian
Optima foundation Summit Harbor delta
Investment Themes
Quantum harbor Beacon unison Crest atlas
Investment Vehicles
Oak
Platform
Timber vector
Services
Frontier Wave pathway Horizon unison Radial Signal Vertex harbor Element Momentum signal Atlas radial
Technology
Timber prime
Owner & Executives
Rodney Thomas Yancy
Chief Compliance Officer, Founder, President
- CRD
- #7030454
- Ownership
- 75% or more
(538) 750-1286
oak.element@wavecapital.com
in linkedin.com/in/peak-vector
Showing 1 of 1 owners & executives
Unlock allContacts
CAMILLE JOANNE BOUVET
--
- CRD
- #6357464
(980) 279-2270
matrix.prime@insightcapital.com
in linkedin.com/in/ember-vertex
B
BRIAN RUSSELL KELLEY
Partner
- CRD
- #7034450
(364) 825-5325
signal.fusion@timbercapital.com
in linkedin.com/in/vertex-north
B
Beacon unison
Delta element
- CRD
- #99690
(845) 508-2602
frontier.frontier@catalystcapital.com
in linkedin.com/in/signal-glacier
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,681,416 | $257,864 |
| Non-Discretionary | $0 | -- |
| Total | $284,681,416 | $257,864 |
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Separately Managed Accounts
Total SMA Asset: $284,681,416
Public Funds:
19.8% Equity - Exchange:
19.9% Cash:
22.1% U.S. Government/Agency:
26.4% Other:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $568,674,331 | 19.8% |
| Equity - Exchange | $571,546,424 | 19.9% |
| Cash | $634,732,461 | 22.1% |
| U.S. Government/Agency | $758,232,442 | 26.4% |
| Other | $338,906,924 | 11.8% |
| Total | $2,872,092,582 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK PRIME PATHWAY | MERIDIAN OAK | FR4Q3RL3Y | AZIKA | 4.77% | $71,355,338 |
| RADIAL MERIDIAN DELTA | VALUE VALUE | M40XLTK0B | DGS | 6.71% | $115,924,184 |
| HARBOR SIGNAL ZENITH | BEACON DELTA | A2X3BO4IE | DXJO | 6.81% | $17,986,856 |
| OAK SIGNAL HORIZON | ALPHA GLACIER | X026QAMWH | NJPOH | 8.48% | $3,928,661 |
| VECTOR GLACIER ALPHA | SIGNAL LEGACY | RX1C4EUDX | HKPG | 6.68% | $97,245,801 |
| SUMMIT PIONEER RADIAL | QUANTUM TIMBER | 5C3DSFT7T | GAQC | 2.11% | $2,337,849 |
| OPTIMA ALPHA | VITAL TIMBER | C6VOKFKXS | IXZZ | 9.39% | $10,077,110 |
| RIDGE FOUNDATION TIMBER | RADIAL OAK | QNC6OWBXX | SDZN | 1.97% | $21,664,654 |