Oakworth Asset Management, LLC

RIASEC Registered

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
Website: oakworth.com
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 limited liability company that operates as a registered investment adviser (SEC registration year 2025). The firm functions as a capital allocator and provides advice to both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutions, along with selection of other advisers. Oakworth charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor and lists affiliations with banking or trust institution activity.