Norman, OK Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
SGL Financial, LLC
Team
Firm-wide stats for SGL Financial, LLC
About
SGL Financial, LLC is a fee‑based investment adviser that serves financially established individuals, high‑net‑worth clients, small businesses, and certain retirement and profit‑sharing plans. The firm provides discretionary and non‑discretionary portfolio management, financial planning and consulting services, and the selection and oversight of sub‑advisers.
SGL documents client objectives in an Investment Policy Statement and emphasizes broad diversification and long‑term asset allocation while explicitly treating cash as an asset class. The firm normally implements portfolios through third‑party money managers and a contractually exclusive sub‑advisory relationship with Savant Capital, with periodic account reviews and client reporting.
SGL distributes a quarterly educational market‑update newsletter and supplemental retirement and informational articles, and leverages custodian‑sponsored publications and conferences for client education—communication practices that are less common among peer team firms. The firm is affiliated with SGL Tax Advisory, LLC for tax‑preparation services, and it coordinates those tax capabilities alongside its sub‑adviser model.
Based on SGL Financial, LLC
Location
1800 North Interstate Drive, Suite 114
Norman OK 73071
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)