Home
›
Firms
›
OAKWOOD CAPITAL, INC.
OAKWOOD CAPITAL, INC.
ST. LOUIS PARK, Minnesota
·
5 registered advisors
·
CRD# 112399
SEC# 801-120259
14
952-935-4601
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 Planning
Investment Management
Wealth Management
04
Advisors at OAKWOOD CAPITAL, INC.
5 registered advisors
Brandon Douglas King
ST. LOUIS PARK, Minnesota
CRD# 6371003
Douglas Stephan King
ST. LOUIS PARK, Minnesota
CRD# 1375683
Jason Thomas King
ST. LOUIS PARK, Minnesota
CRD# 6343030
Kathryn W King
ST. LOUIS PARK, Minnesota
CRD# 7331809
Larry Owen Bumgardner
MINNEAPOLIS, Minnesota
CRD# 35082
05
Office Locations
ST. LOUIS PARK, Minnesota
4 advisors
MINNEAPOLIS, Minnesota
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.