Oakwood Advisory Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159691
- Website
- oakwoodag.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles74.05%
- HNWI18.18%
- Individuals7.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Oakwood Advisory Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator that blends traditional wealth management with the selection and oversight of outside managers. Core advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. Fee arrangements are flexible: Oakwood charges based on a percentage of assets under management and may also use hourly or fixed fees as well as performance-based fees. The firm is not an active ESG investor and is not identified as a multi-state or newly formed adviser. It also has roles as an insurance sponsor and acts as a GP/managing member for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities38%
- Cash & Cash Equivalents5%
- Other3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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