SAGEOAK FINANCIAL, LLC

CRD 166927File 801-122855

APPROVED

Retail clients

Custody

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$174.8M

Bottom 25% of cohort (national)

Discretionary AUM

$174.8M

Clients

263

690 accounts

Employees

Bottom 25% of cohort in OK

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Dec 13, 2021
Principal office: 6120 S YALE AVE SUITE 100, TULSA, OK, 74136-4213
Phone: (918) 627-3700
Website: https://twitter.com/sageoak

Assets & accounts

ADV Item 5F

Total regulatory AUM: $174.8M
Discretionary AUM: $174.8M
Non-discretionary AUM: $0
Discretionary accounts: 690
Non-discretionary accounts: 0
Total accounts: 690
AUM per client: $665K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$62K
Charitable organizations	Fewer than 5	$953K
High net worth individuals	51	$90.2M
Pension and profit sharing plans	Fewer than 5	$2.3M
Individuals (other than high net worth individuals)	212	$81.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — PERCENTAGE OF CLIENT NET WORTH
A percentage of assets under your management

Advisory activities

Other
Publications
Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.