OAKWOOD CAPITAL MANAGEMENT LLC

LOS ANGELES, California·5 registered advisors·CRD# 108080
SEC# 801-553421310-772-2600
01

Firm Overview

AUM
$922M
Regulatory assets under management
Employees
16
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
Other
Compensation
Percentage of AUM
Other: SET-UP, REFERRAL, SERVICE & ADMINISTRATION FEES & FIXED FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OAKWOOD CAPITAL MANAGEMENT LLC

5 registered advisors
Bruce Ansel Mandel
LOS ANGELES, California
James Mark Lyon
LOS ANGELES, California
Nicanor Mabunga Mamaril
LOS ANGELES, California
Thomas Lee Roley
LOS ANGELES, California
Tom Watson Doxey
LOS ANGELES, California
05

Office Locations

LOS ANGELES, California
5 advisors

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 MANAGEMENT LLC (CRD# 108080) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.