OAKWOOD CAPITAL, INC.

ST. LOUIS PARK, Minnesota·5 registered advisors·CRD# 112399
SEC# 801-12025914952-935-4601
01

Firm Overview

AUM
$221M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OAKWOOD CAPITAL, INC.

5 registered advisors
Brandon Douglas King
ST. LOUIS PARK, Minnesota
Douglas Stephan King
ST. LOUIS PARK, Minnesota
Jason Thomas King
ST. LOUIS PARK, Minnesota
Kathryn W King
ST. LOUIS PARK, Minnesota
Larry Owen Bumgardner
MINNEAPOLIS, Minnesota
05

Office Locations

ST. LOUIS PARK, Minnesota
4 advisors
MINNEAPOLIS, Minnesota
1 advisor

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Data sourced from SEC Form ADV filings. OAKWOOD CAPITAL, INC. (CRD# 112399) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.