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| Keyboard |
| Oakworth Asset Management LLC
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|---|---|
| CRD # | 335388 |
| SEC # | 801-132789 |
| CIK # | |
| AUM | 846.3 M (2026-03-27) |
| Employees | 20 (95% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 205-263-4700 |
| Address | 850 Shades Creek Parkway Birmingham, AL 35209 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 171.4 |
| (b) Individuals (high net worth individuals) | 166 | 540.2 |
| (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 | 26 | 134.8 |
| (n) Other | 0 | 0.0 |
| Total | 746 | 846.3 |
| By Discretionary | ||
| Discretionary | 746 | 846.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 746 | 846.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 846.3 | |
| Total | 746 | 846.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bason Asset Management LLC
✚
|
CO | 848.8 M |
|
Pennsylvania Capital Management Inc
✚
|
PA | 848.6 M |
|
BNC Wealth Management LLC
✚
|
OR | 847.5 M |
|
Mitchell Capital Management Co
✚
|
KS | 847.3 M |
|
Seneca Financial Advisors LLC
✚
|
NY | 847.2 M |
|
Barry Investment Advisors LLC
✚
|
MA | 846.8 M |
|
Integrated Quantitative Investments LLC
✚
|
WA | 844.8 M |
|
Lincoln Capital LLC
✚
|
NE | 844.8 M |
|
American Money Management LLC
✚
|
CA | 844.0 M |
|
Claremont Capital Management LLC
✚
|
AZ | 843.9 M |