OAKWORTH ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2025

Total AUM

$846M

Discretionary

$846M

100% of AUM

Avg account

$1.1M

Accounts

746

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 335388
Registered since: July 1, 2025
Custodians: AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.82%
Individuals20.25%
Corporations / Businesses15.92%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Oakworth Asset Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning and portfolio management across individual households, small businesses, pooled investment vehicles and institutional clients, and it explicitly offers selection of other advisers—indicating use of subadvisors or external managers as part of its model. Fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. Oakworth’s ADV notes it is not an active ESG investor. The firm was SEC-registered in 2025 and is organized as a limited liability company. Industry relationships include ties to banking or trust company channels, which may support custody or trust servicing for certain client segments.