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| Happy Holidays!! thanks for using AUM13F!! |
| Oakwood Capital Inc
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| CRD # | 112399 |
| SEC # | 801-120259 |
| CIK # | |
| AUM | $260.3 M (2025-05-21) |
| Employees | 20 (90% Investors, 90% Brokers) |
| Phone | 952-935-4601 |
| Address | 600 Highway 169 South St Louis Park, MN 55426 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 412 | 110.6 |
| (b) Individuals (high net worth individuals) | 179 | 112.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 5.3 |
| (n) Other | 5 | 32.4 |
| Total | 1,001 | 260.3 |
| By Discretionary | ||
| Discretionary | 381 | 87.1 |
| Non-Discretionary | 620 | 173.2 |
| Total | 1,001 | 260.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.3 | |
| Total | 1,001 | 260.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Ellerson Group Inc
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|
MD | 0.3 |
|
J Hagan Capital Inc
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|
KY | 0.3 |
|
Calder Investment Advisors
✚
|
MI | 0.3 |
|
Birch Capital Management LLC
✚
|
0.3 | |
|
Martin Nelson & Co Inc
✚
|
WA | 0.3 |
|
Napatree Capital LLC
✚
|
RI | 0.3 |
|
Vergepointe Wealth Management LLC
✚
|
OR | 0.3 |
|
Banker Investment Group Inc
✚
|
IN | 0.3 |
|
Blue Investment Management LLC
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|
FL | 0.3 |
|
Money Management Financial Services LLC
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|
NJ | 0.3 |