Who owns Sageoak Financial, Llc?

Sageoak Financial, Llc is owned by Steve Ellis (Financial Advisor & Principal), according to public sources such as the company's website or filings.

How many employees does Sageoak Financial, Llc have?

About 6, from its 2025 retirement-plan filing.

When was Sageoak Financial, Llc founded?

Sageoak Financial, Llc has been in business since 2013.

Sageoak Financial, Llc

Financial advisors

6964 S 69th East Ave, Tulsa, OK
Since 2013
NAICS 523930

Company websitesageoakfinancial.com Find on LinkedInSearch LinkedIn for this company

A location of SAGEOAK FINANCIAL, LLC

Revenue, EBITDA and value are for the whole company, on its page.

View company

Leadership

Steve Ellis

Financial Advisor & Principal · source · confirmed by 2 sources

Tyler A. Gray
Managing Director & Financial Advisor · Company website
Nancie Owsley
Client Experience Manager · Company website
Fielding Elseman
Financial Advisor · Company website
Gail Benedict
Contract Support Specialist · Company website
Paige Pennington
Client Service Associate · Company website

Has a management team. Someone besides the owner runs part of the business, which buyers pay more for.

Employees over time

▲ 500% since 2020

401(k) / retirement-plan participants

Show as table

Year	Source	Employees	Est. revenue	Est. EBITDA
2020	Form 5500	1	$333K	$83K
2021	Form 5500	1	$333K	$83K
2022	Form 5500	2	$667K	$167K
2023	Form 5500	5	$1.7M	$417K
2024	Form 5500	5	$1.7M	$417K
2025	Form 5500	6	$2.0M	$500K

Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.

What we know

No PPP loan

401(k) filing, 2025

No reported financials

Company website

Owner named

Compared with similar businesses nearby

Business	Est. revenue	Est. EBITDA	Distance
Sageoak Financial, Llc this business	—	—	—
TYLER GRAY Tulsa · 2 employees	$1.1M	$385K	0.0 mi
SEASONS FINANCIAL GROUP LLC Tulsa · 4 employees	$2.2M	$770K	0.0 mi
SJM INVESTMENT LLC Tulsa · 2 employees	$1.1M	$385K	0.0 mi
CBM INVESTMENTS LLC Tulsa · 1 employees	$815K	$319K	0.4 mi
BANCSEARCH INC Tulsa · 1 employees	$543K	$213K	0.7 mi
SEELAN WEALTH STRATEGIES, LLC Tulsa · 3 employees	$2.4M	$866K	1.0 mi

Ranges & sources

Revenue range	— – —
EBITDA range	— – —
Industry (NAICS)	Other financial investment activities (523930)

Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Sageoak Financial, Llc

Sageoak Financial, Llc is a financial advisors company in Tulsa, Oklahoma, in business since 2013. It is owned by Steve Ellis (Financial Advisor & Principal). It is a location of SAGEOAK FINANCIAL, LLC. It has about 6 employees.

Common questions

Who owns Sageoak Financial, Llc?: Sageoak Financial, Llc is owned by Steve Ellis (Financial Advisor & Principal), according to public sources such as the company's website or filings.
How many employees does Sageoak Financial, Llc have?: About 6, from its 2025 retirement-plan filing.
When was Sageoak Financial, Llc founded?: Sageoak Financial, Llc has been in business since 2013.