COWA, LLC
Doing business as COUNCIL OAK WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$529,365,864
Discretionary
$456,734,801
Non-discretionary
$72,631,063
Firm details
- CRD number
- 297180
- SEC file number
- 801-113403
- Main office
- TULSA, OK, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://counciloakinvestments.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.