# OATH PLANNING, LLC

OATH PLANNING, LLC of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 299187
- Type: SEC-registered investment adviser
- SEC file number: 801-128168
- Location: 1214 EAST 33RD STREET, TULSA, OK, 74105
- Phone: 888-534-4330
- Latest filing: 2026-02-03
- Regulatory AUM: $284.7M
- Discretionary AUM: $284.7M
- Clients: 8
- Accounts: 1,104

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Rodney Thomas Yancy | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| Yancy Rodney Thomas | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| FAYETTEVILLE | AR | 1 | 479-616-1544 |
| ROUND ROCK | TX | 1 | 737-242-7171 |
| FAYETTEVILLE | AR | 1 | 479-616-1544 |
| ROUND ROCK | TX | 1 | 737-242-7171 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299187/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299187/similar
- Related entities: https://search.stillhousedata.com/firm/299187/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299187

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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.