# COUNCIL OAK WEALTH ADVISORS

COUNCIL OAK WEALTH ADVISORS of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 297180
- Type: SEC-registered investment adviser
- SEC file number: 801-113403
- Location: 8801 S. YALE AVENUE, TULSA, OK, 74137
- Phone: 918-984-9110
- Latest filing: 2026-03-20
- Regulatory AUM: $529.4M
- Discretionary AUM: $456.7M
- Non-discretionary AUM: $72.6M
- Clients: 6
- Accounts: 1,115

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James E Diacon | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Nathan Joel Lovelle | MANAGING MEMBER | — |
| BEUTEL DANIEL DON | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| DIACON JAMES E | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| LOVELLE NATHAN JOEL | MANAGING MEMBER | — |
| YECK GARY LEE | MANAGING MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BARTLESVILLE | OK | 4 | 918-337-0299 |
| BARTLESVILLE | OK | 4 | 918-337-0299 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297180/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297180/similar
- Related entities: https://search.stillhousedata.com/firm/297180/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297180

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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.