Oakwood Capital Securities, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
119
Avg account
$0

Firm details

Headquarters
Fort Myers, Florida
CRD number
21000
Registered since
November 6, 1987

Firm profile

FINTRX

Overview

Oakwood Capital Securities, Inc. is organized as a corporation and has been SEC-registered since 1987. FINTRX lists the firm's ownership as a combination of a domestic entity and an individual and classifies the firm as unclassified. The record indicates the firm does not operate as a capital allocator and is not flagged as an active ESG investor. Additional status fields on the FINTRX snapshot show it is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 6
  • George VanDusen

    George VanDusen

    President, Chief Executive OfficerCRD 2674151

  • Daniel Roeske

    Daniel Roeske

    President and CEOCRD 2740143

  • Victoria Roos

    Victoria Roos

    Chief Operations OfficerCRD 2605508

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Contacts

3 of 113
  • John Felton

    John Felton

    PresidentCRD 3008859

  • Kevin Laing

    Kevin Laing

    Vice President, National AccountsCRD 2163783

  • Neil Tjon Hing

    Neil Tjon Hing

    Financial ConsultantCRD 6368199

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Myers, FL

Lee

Location

Fort Myers, FL

Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Lee
Address
15701 S Tamiami Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth