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Brandon Douglas King

OAKWOOD CAPITAL, INC.·ST. LOUIS PARK, Minnesota
SIE, Series 7, Series 63, Series 65, Series 99TOClean record5 years registeredOAKWOOD CAPITAL, INC.
600 HIGHWAY 169 SOUTH, ST. LOUIS PARK, MN 55426CRD# 6371003Firm CRD# 112399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Douglas King · ST. LOUIS PARK, MN
Registration
CRD #6371003 · OAKWOOD CAPITAL, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

OAKWOOD CAPITAL, INC.
Mar 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 99TO
Registration record
First registered · March 11, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAKWOOD CAPITAL, INC.
CRD 112399 · SEC 801-120259
AUM
$221M
Regulatory assets under management
Employees
20
977 client accounts
Services offered by OAKWOOD CAPITAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OAKWOOD CAPITAL, INC. →
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05

Frequently Asked Questions

What services does Brandon Douglas King offer?
Brandon Douglas King specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS PARK, Minnesota for a consultation.
What are Brandon Douglas King's credentials?
Brandon Douglas King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Douglas King located?
Brandon Douglas King is based in ST. LOUIS PARK, Minnesota, working with OAKWOOD CAPITAL, INC.. Their office serves clients in the ST. LOUIS PARK metropolitan area and surrounding communities.
How does Brandon Douglas King charge for services?
Brandon Douglas King's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKWOOD CAPITAL, INC.?
OAKWOOD CAPITAL, INC. has approximately 20 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKWOOD CAPITAL, INC.

Douglas Stephan King
ST. LOUIS PARK, MN
CFP
Jason Thomas King
ST. LOUIS PARK, MN
CFP
Larry Owen Bumgardner
MINNEAPOLIS, MN

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