COWA, LLC

COUNCIL OAK WEALTH ADVISORS
TULSA, Oklahoma·4 registered advisors·CRD# 297180
SEC# 801-1134031918-984-9110
01

Firm Overview

AUM
$391M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COWA, LLC

4 registered advisors
Daniel Don Beutel
TULSA, Oklahoma
Gary Lee Yeck
TULSA, Oklahoma
James E Diacon
TULSA, Oklahoma
CFPChFC
Nathan Joel Lovelle
TULSA, Oklahoma
CFA
05

Office Locations

TULSA, Oklahoma
4 advisors

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Data sourced from SEC Form ADV filings. COWA, LLC (CRD# 297180) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.