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COUNCIL OAK WEALTH ADVISORS

TULSA, OK · CRD 297180 · IAPD ↗ · counciloakinvestments.com · 918-984-9110

$529.4MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — COUNCIL OAK WEALTH ADVISORS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — COUNCIL OAK WEALTH ADVISORS crossed $500M in regulatory AUM ($435.2M -> $529.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
June 2024 — COUNCIL OAK WEALTH ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
February 2024 — COUNCIL OAK WEALTH ADVISORS changed its website from counciloakwealth.com to counciloakinvestments.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
February 2024 — COUNCIL OAK WEALTH ADVISORS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.