Overview
Assets Under Management: $831 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 139
Average Client Assets: $3.7 million
Frequently Asked Questions
OAKWOOD CAPITAL MANAGEMENT LLC 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 #108080), OAKWOOD CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
OAKWOOD CAPITAL MANAGEMENT LLC is headquartered in LOS ANGELES, CA.
OAKWOOD CAPITAL MANAGEMENT LLC serves 139 high-net-worth clients according to their SEC filing dated March 22, 2018. View client details ↓
According to their SEC Form ADV, OAKWOOD CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
OAKWOOD CAPITAL MANAGEMENT LLC manages $831 million in client assets according to their SEC filing dated March 22, 2018.
According to their SEC Form ADV, OAKWOOD CAPITAL MANAGEMENT LLC 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
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.95%
Average Client Assets: $3.7 million
Total Client Accounts: 782
Discretionary Accounts: 782
Regulatory Filings
CRD Number: 108080
Filing ID: 1189064
Last Filing Date: 2018-03-22 19:05:00