|
⚲
|
| Oakwood Capital Inc
✚
|
|
|---|---|
| CRD # | 112399 |
| SEC # | 801-120259 |
| CIK # | |
| AUM | $304.2 M (2026-05-12) |
| Employees | 20 (90% Investors, 90% Brokers) |
| Phone | 952-935-4601 |
| Address | 600 Highway 169 South St Louis Park, MN 55426 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 427 | 141.6 |
| (b) Individuals (high net worth individuals) | 181 | 121.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 5.6 |
| (n) Other | 5 | 35.6 |
| Total | 1,051 | 304.2 |
| By Discretionary | ||
| Discretionary | 400 | 86.7 |
| Non-Discretionary | 651 | 217.5 |
| Total | 1,051 | 304.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.2 | |
| Total | 1,051 | 304.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Future Finances Inc
✚
|
OH | 0.3 |
|
Hergenroeder Financial Advisors Inc
✚
|
MD | 0.3 |
|
Nautilus Advisors LLC
✚
|
CA | 0.3 |
|
Vestment Financial LLC
✚
|
MN | 0.3 |
|
Wise Wealth LLC
✚
|
MO | 0.3 |
|
Thryve Wealth Management LLC
✚
|
CA | 0.3 |
|
Signature Resources Capital Management LLC
✚
|
CA | 0.3 |
|
GBC Investment Group LLC
✚
|
0.3 | |
|
Guilbault Capital LLC
✚
|
LA | 0.3 |
|
Ceera Investments LLC
✚
|
0.3 |