Overview
Assets Under Management: $260 million
Headquarters: ST. LOUIS PARK, MN
High-Net-Worth Clients: 179
Average Client Assets: $626,190
Frequently Asked Questions
OAKWOOD CAPITAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112399), OAKWOOD CAPITAL, INC. is subject to fiduciary duty under federal law.
OAKWOOD CAPITAL, INC. is headquartered in ST. LOUIS PARK, MN.
OAKWOOD CAPITAL, INC. serves 179 high-net-worth clients according to their SEC filing dated May 21, 2025. View client details ↓
According to their SEC Form ADV, OAKWOOD CAPITAL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OAKWOOD CAPITAL, INC. manages $260 million in client assets according to their SEC filing dated May 21, 2025.
According to their SEC Form ADV, OAKWOOD CAPITAL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.06
Average High-Net-Worth Client Assets: $626,190
Total Client Accounts: 1,001
Discretionary Accounts: 381
Non-Discretionary Accounts: 620
Regulatory Filings
CRD Number: 112399
Filing ID: 1992215
Last Filing Date: 2025-05-21 12:27:00
Website: https://oakwoodcapital.com