OAKWORTH ASSET MANAGEMENT, LLC

CRD 335388 · SEC 801-132789

Visit website

850 SHADES CREEK PARKWAY, SUITE 200, BIRMINGHAM, AL, 35209, United States

Phone

205-263-4700

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$846.3M

Discretionary AUM

$846.3M

Team

20 total employees; 19 advisory reps; 10 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	373	$171.4M
High net worth individuals	166	$540.2M
Corporations/business entities	26	$134.8M

States served

AL, CA, GA, LA, MS, NC, TN, TX, NH, FL

All web addresses on file

https://oakworth.com/oakworth-asset-management/advisory-services/

Official SEC filing: View on IAPD