{"url":"https://nivawealth.com/firms/oath-planning-299187","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299187","regulatoryAum":284681416,"crd":"299187","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6357464","suffix":null,"lastName":"BOUVET","firstName":"CAMILLE","middleName":"JOANNE"},{"crd":"7034450","suffix":null,"lastName":"KELLEY","firstName":"BRIAN","middleName":"RUSSELL"},{"crd":"7188286","suffix":null,"lastName":"KERKSIECK","firstName":"JACOB","middleName":"JACKSON"},{"crd":"7476007","suffix":null,"lastName":"REINKE","firstName":"RACHEL","middleName":"MARIE"},{"crd":"7232710","suffix":null,"lastName":"Spring","firstName":"Alec","middleName":"Cole"},{"crd":"7030454","suffix":null,"lastName":"Yancy","firstName":"Rodney","middleName":"Thomas"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-06-28","regulatoryAum":103189578,"clients":235,"employees":6,"offices":9},{"filedOn":"2024-07-02","regulatoryAum":123496945,"clients":278,"employees":6,"offices":11},{"filedOn":"2025-03-05","regulatoryAum":200568164,"clients":394,"employees":6,"offices":3},{"filedOn":"2026-02-03","regulatoryAum":284681416,"clients":502,"employees":8,"offices":3}],"secFileNumber":"801-128168","legalName":"Oath Planning, LLC","displayName":"Oath Planning","slug":"oath-planning-299187","website":"https://oath.financial/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Oklahoma limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1214 East 33rd Street","city":"Tulsa","state":"OK","stateName":"Oklahoma","country":"United States","postalCode":"74105"},"tradeNames":[],"registration":{"secApproved":"16 June 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":567094.454183267,"staff":{"employees":8,"advisory":6,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":284681416,"discretionary":284681416,"discretionaryAccounts":1104,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":444,"regulatoryAum":161559617},{"label":"High-net-worth individuals","clients":58,"regulatoryAum":123121799}],"feePrograms":[{"role":"other","program":"Financial services (hourly)","summary":"Additional financial services are billed hourly at $300 to $1,000 per hour, with a 2.5-hour quarterly minimum, and will not exceed 3.0% of assets under management.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006009","versionId":1006009,"submittedOn":"2026-02-03","documentName":"OATH PLANNING FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:11:46.952307+00:00","documents":[{"name":"OATH PLANNING FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006009","versionId":1006009,"submittedOn":"2026-02-03"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":0},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":20628713},{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":85003391},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":159868024}],"custodyNote":"Oath Planning has custody of $30.6M for 47 clients.","otherCustodians":[],"leadership":[{"name":"Rodney Yancy","title":"President / Chief Compliance Officer","crd":"7030454"}],"ownership":[{"label":"Rodney Yancy","detail":"President / chief compliance officer in the 75% or more ownership band and a control person, since October 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Arkansas","offices":1,"addresses":[{"street":"320 N. 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They include 444 individual clients and 58 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oath Planning offer?","answer":"Oath Planning provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Oath Planning use?","answer":"Oath Planning’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $160M, Altruist Financial LLC (Culver City, CA), with $85M and Charles Schwab & Co., Inc. (San Francisco, CA), with $20.6M. The filing also lists National Financial Services LLC with no separately managed account assets.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oath Planning have?","answer":"Oath Planning has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oath Planning invest in?","answer":"At the end of its last fiscal year, Oath Planning’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 5% cash and equivalents, 2% U.S. government and agency bonds and 1% other. The 1% other category is described as: Municipal Bonds, Investment Grade Corporate Bonds, Non Exchange-Traded Securities, Pooled Investments, Etc.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oath Planning?","answer":"Oath Planning’s direct owner is Rodney Yancy (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oath Planning get paid?","answer":"Oath Planning is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}