Oakwood Capital, Inc.

RIASEC RegisteredEst. 2021

Total AUM

$304M

Discretionary

$86.7M

28% of AUM

Avg account

$289K

Accounts

1,051

Employees

20

Advisory reps

20

Firm details

Headquarters: St Louis Park, Minnesota
CRD number: 112399
Registered since: February 4, 2021
Website: www.oakwoodcapital.com
Custodians: RBC CAPITAL MARKETS, LLC, CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals46.54%
HNWI39.92%
Other11.71%
Corporations / Businesses1.83%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Oakwood Capital, Inc. is a corporate registered investment adviser that serves both individual/family and institutional clients, acting as a capital allocator and adviser-of-advisers. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of third-party managers. Its business model includes fee arrangements by AUM, hourly and fixed fees, and other fee structures. Oakwood also maintains industry affiliations with broker-dealers, accounting firms, and insurance companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities61%
Public Funds/Mutual Funds23%
Cash & Cash Equivalents8%
Investment Grade Corp Bonds7%
US Government Bonds2%

Owners & executives

1 of 1

Douglas King
President, CEOCRD 1375683

Contacts

3 of 19

Daniel Colich
Financial AdvisorCRD 1336351
Jason King
Financial AdvisorCRD 6343030
Carol Goetsch
Registered Support AssistantCRD 1528051

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

St Louis Park, MN

Hennepin

Location

St Louis Park, MN

Headquartered in St Louis Park, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area: Minneapolis-St. Paul, MN-WI
Region: Midwest
County: Hennepin
Address: 600 Highway 169 S
Time zone: CT (UTC-6)
Office locations

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