Oakwood Capital, Inc.

RIASEC Registered

Total AUM

$304M

Discretionary

$86.7M

28% of AUM

Avg account

$289K

Accounts

1,051

Employees

Advisory reps

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 an independent registered investment adviser that began its SEC registration in 2021. The firm operates as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selecting other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee structures. The firm maintains relationships across the financial services ecosystem, with industry affiliations that include a broker-dealer, accounting professionals, and an insurance company. Oakwood positions itself to combine discretionary portfolio management with non-discretionary solutions and third-party manager allocations.