|
⚲
|
| Oakwood Capital Inc
✚
| |
|---|---|
| CRD # | 112399 |
| SEC # | 801-120259 |
| CIK # | |
| AUM | $220.8 MM (2024-03-27) |
| Employees | 20 (90% Investors, 90% Brokers) |
| Phone | 952-935-4601 |
| Address | 600 Highway 169 South St Louis Park, MN 55426 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 517 | 112.0 |
| (b) Individuals (high net worth individuals) | 60 | 76.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.3 |
| (n) Other | 5 | 28.2 |
| Total | 977 | 220.8 |
| By Discretionary | ||
| Discretionary | 157 | 21.8 |
| Non-Discretionary | 820 | 199.0 |
| Total | 977 | 220.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.8 | |
| Total | 977 | 220.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Black Cypress Capital Management LLC
✚
|
FL | 0.2 |
|
Dreher Investment Services Inc
✚
|
TX | 0.2 |
|
McBrearty Capital Management Inc
✚
|
TN | 0.2 |
|
Ray Theil Wealth Management LLC
✚
|
OH | 0.2 |
|
Toomey Investment Management Inc
✚
|
CT | 0.2 |
|
Kaizen Financial Advisors LLC
✚
|
WA | 0.2 |
|
Asset Management Resources LLC
✚
|
MA | 0.2 |
|
Gainline Financial Partners LLC
✚
|
CO | 0.2 |
|
Horizon Family Wealth Inc
✚
|
IL | 0.2 |
|
Shoreline Asset Management LLC
✚
|
IN | 0.2 |