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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2013
- Office Locations
- 2
Office Locations
About Sageoak Financial, LLC
SageOak Financial is a Tulsa, OK financial advisory firm offering fiduciary financial planning (one-time or ongoing flat fee), investment management with personalized, low-cost, tax-efficient portfolios, and ongoing wealth management with optional annual tax prep. It also provides institutional advisory services to retirement plans, including IPS development, committee/participant education, and vendor evaluation. The firm’s guidance is explicitly rooted in biblical wisdom; custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TYLER ALLEN GRAY
Chief Compliance Officer, Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #6163683
- Ownership
- 50% but less than 75%
Steven Wayne Ellis
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #1574466
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Fielding Lyle Elseman
--
- CRD
- #8161624
Timothy Scott Powell
--
- CRD
- #7974884
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,816,282 | $253,357 |
| Non-Discretionary | $0 | -- |
| Total | $174,816,282 | $253,357 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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