Oakwood Capital Securities, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
126
Avg account
$0

Firm details

Headquarters
Fort Myers, Florida
CRD number
21000
Registered since
November 6, 1987

Firm profile

FINTRX

Overview

Oakwood Capital Securities, Inc. is organized as a corporation and appears in regulatory records with an SEC registration date of 1987. Ownership is recorded as a mix of a domestic entity and individual ownership. The firm's public filing classifies it as "Unclassified." Public disclosures in the available dataset are minimal. The firm has not supplied detail on its business activities, advisory services, fee schedule, or client segments in the material provided. The record also indicates the firm is not a capital allocator, is not an active ESG investor, is not identified as a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not recorded as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 7
  • Ryan Warner

    Ryan Warner

    Chief Compliance OfficerCRD 4600110

  • Keith Huberman

    Keith Huberman

    COOCRD 3035582

  • Daniel Roeske

    Daniel Roeske

    President and CEOCRD 2740143

Unlock 4 more executives

Contacts

3 of 119
  • Roy Anderson

    Roy Anderson

    Service ManagerCRD 5656542

  • Elizabeth Odegaard

    Elizabeth Odegaard

    Vice President of Advisor DevelopmentCRD 5764461

  • Jason Jupiterwala

    Jason Jupiterwala

    Owner, Senior Wealth AdvisorCRD 5887276

Unlock 116 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Myers, FL

Lee

Location

Fort Myers, FL

Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Lee
Address
15701 S Tamiami Trl
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth