Oakwood Advisory Group, LLC

Overview

Oakwood Advisory Group, LLC is an independent, owner-operated registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm functions as a capital allocator and provides a mix of financial planning and portfolio management services for individuals, small businesses and pooled investment vehicles. Oakwood also acts as a sponsor and general partner on pooled vehicles and performs selection-of-other-advisers work when clients require third‑party managers. Investment activity centers on blended portfolios that combine public fund exposures with private-market allocations. The firm uses both discretionary and non‑discretionary mandates, and its fee arrangements are flexible—covering percentage-of-AUM charges, fixed fees, hourly work and performance-based fees for certain strategies. Oakwood does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices