# SAGEOAK FINANCIAL, LLC

SAGEOAK FINANCIAL, LLC of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 166927
- Type: SEC-registered investment adviser
- SEC file number: 801-122855
- Location: 6120 S YALE AVE SUITE 100, TULSA, OK, 74136-4213
- Phone: (918) 627-3700
- Latest filing: 2026-07-14
- Regulatory AUM: $174.8M
- Discretionary AUM: $174.8M
- Clients: 3
- Accounts: 690

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Corporations, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Tyler Allen Gray | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | — |
| Steven Wayne Ellis | PRINCIPAL & FINANCIAL ADVISOR | — |
| Stan Ray Rickner | PRESIDENT & FINANCIAL ADVISOR | — |
| GRAY JOHN ALLEN | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | — |
| ELLIS BERT WAYNE | PRINCIPAL & FINANCIAL ADVISOR | — |
| RICKNER STAN RAY | PRESIDENT & FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166927/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166927/similar
- Related entities: https://search.stillhousedata.com/firm/166927/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166927

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.