COUNCIL OAK WEALTH ADVISORS
  • COUNCIL OAK WEALTH ADVISORS
  • COWA, LLC

Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 06/08/2018
ADV Location TULSA, OK, United States
Contact Info 918 xxxxxxx
Websites
AUM* 529,365,864 22%
of that, discretionary 456,734,801 12%
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 474,768 -3%
% High Net Worth 30.95% -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

457M 391M 326M 261M 196M 130M 65M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date01/14/2026 Form ADV-E View Report

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker025072877 Stock NameAMERICAN CENTY ETF TR $ Position$17,582,232 % Position8.00% $ Change # Change
Stck Ticker25434V807 Stock NameDIMENSIONAL ETF TRUST $ Position$13,168,209 % Position6.00% $ Change # Change
Stck Ticker46436E528 Stock NameISHARES TR $ Position$7,903,061 % Position4.00% $ Change # Change
Stck Ticker46435GAA0 Stock NameISHARES TR $ Position$8,284,481 % Position4.00% $ Change # Change
Stck Ticker78468R788 Stock NameSPDR SER TR $ Position$8,236,841 % Position4.00% $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$9,085,101 % Position4.00% $ Change # Change
Stck Ticker78467X109 Stock NameSPDR DOW JONES INDL AVERAGE $ Position$5,513,629 % Position3.00% $ Change # Change
Stck Ticker682680103 Stock NameONEOK INC NEW $ Position$5,542,811 % Position3.00% $ Change # Change
Stck Ticker46429B663 Stock NameISHARES TR $ Position$6,027,797 % Position3.00% $ Change # Change
Stck Ticker464288448 Stock NameISHARES TR $ Position$7,529,363 % Position3.00% $ Change # Change