OAKWOOD CAPITAL, INC.
Firm details
- Headquarters
- ST LOUIS PARK, Minnesota
- CRD number
- 112399
- Registered since
- February 4, 2021
- Website
- www.oakwoodcapital.com
- Custodians
- RBC CAPITAL MARKETS, LLC, CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals46.54%
- HNWI39.92%
- Other11.71%
- Corporations / Businesses1.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Oakwood Capital, Inc. is a corporate registered investment adviser that serves both individual/family and institutional clients, acting as a capital allocator and adviser-of-advisers. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of third-party managers. Its business model includes fee arrangements by AUM, hourly and fixed fees, and other fee structures. Oakwood also maintains industry affiliations with broker-dealers, accounting firms, and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities61%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds7%
- US Government Bonds2%
Owners & executives
1 of 1DOUGLAS KING
President, CEOCRD 1375683
Contacts
3 of 19DANIEL COLICH
Financial AdvisorCRD 1336351
JASON KING
Financial AdvisorCRD 6343030
Carol Goetsch
Registered Support AssistantCRD 1528051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ST LOUIS PARK, MN
HENNEPIN
Location
ST LOUIS PARK, MN
Headquartered in ST LOUIS PARK, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 600 Highway 169 S
- Time zone
- CT (UTC-6)
- Office locations
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