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OAKWOOD CAPITAL, INC.
CRD 112399 · SEC 801-120259
600 HIGHWAY 169 SOUTH, SUITE 1410, ST. LOUIS PARK, MN, 55426, United States
Phone
952-935-4601
Fax
952-935-4958
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$304.2M
Discretionary AUM
$86.7M
Team
20 total employees; 18 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 427 | $141.6M |
| High net worth individuals | 181 | $121.4M |
| Corporations/business entities | 3 | $5.6M |
States served
AZ, CA, CO, DE, IA, MD, MN, MT, NC, ND, PA, SC, VA, WI, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD