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Oath Planning, LLC

● SEC registered since 2023CRD 299187SEC# 801-128168Tulsa, OK
Export (members)
Reg. AUM
$200.6M
Employees
6
Accounts
838
Location
Tulsa, OK

Oath Planning, LLC assets under management

Oath Planning, LLC is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2023. It reports $200.6 million in regulatory assets under management and employs 6 people.
www.instagram.com/oathplanning/?hl=enView on SEC.gov ↗

Oath Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Rodney Thomas Yancy ControlPresident / Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Oath Planning, LLC manage?

Oath Planning, LLC reports $200.6 million in regulatory assets under management on its Form ADV.

How many employees does Oath Planning, LLC have?

Oath Planning, LLC reports 6 employees.

Where is Oath Planning, LLC located?

Oath Planning, LLC is based in Tulsa, OK and has been SEC-registered since 2023.

Does Oath Planning, LLC disclose fund performance?

Oath Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1214 East 33rd Street, Tulsa, OK 74105
Phone888-534-4330
Office hours9a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$200.6M
Non-discretionary$0
Total (RAUM)$200.6M