Oakwood Capital Securities, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
—
Advisory reps
127
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 has been SEC-registered since 1987. Ownership is recorded as a domestic entity and an individual; the firm's regulatory classification in the provided data is listed as unclassified. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It also does not appear as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available record. Public disclosure in the provided source does not include details on client segments, fee schedules, core business lines, or advisory offerings.

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 8
  • Ryan Warner

    Ryan Warner

    Chief Compliance OfficerCRD 4600110

  • Keith Huberman

    Keith Huberman

    COOCRD 3035582

  • Daniel Roeske

    Daniel Roeske

    President and CEOCRD 2740143

Unlock 5 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