Oakwood Advisory Group, LLC

Overview

Oakwood Advisory Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator that blends traditional wealth management with the selection and oversight of outside managers. Core advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. Fee arrangements are flexible: Oakwood charges based on a percentage of assets under management and may also use hourly or fixed fees as well as performance-based fees. The firm is not an active ESG investor and is not identified as a multi-state or newly formed adviser. It also has roles as an insurance sponsor and acts as a GP/managing member for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives