Oakwood Capital Management LLC

Oakwood Capital Management LLC (CRD# 108080) is a financial advisory firm headquartered in Los Angeles, CA. They manage $759,775,000 in 765 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    760
    MILLION
  • Total Number of Accounts
    765
    ACCOUNTS
  • Average Account Value
    $993,170
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, LA, MA, MS, NV, NY, OR, TN, TX, UT, VA, VT, WA

Financial Advisors at Oakwood Capital Management LLC
Showing 1 - 9 of 9 top financial advisors.
1
John L. Graves
CRD#: 227826
12121 Wilshire Blvd., Suite 1250, Los Angeles, CA 90025
96
Wealthminder
score

John Graves (CRD# 227826) is an Investment Advisor Representative working at Oakwood Capital Management LLC in Los Angeles, CA and has over 32 years of experience in the finance industry.

2
Alan R. Blais
CRD#: 2141455
12121 Wilshire Blvd., Suite 1250, Los Angeles, CA 90025
93
Wealthminder
score

Alan Blais (CRD# 2141455) is an Investment Advisor Representative working at Oakwood Capital Management LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.

3
Tom W. Doxey
CRD#: 1795748
12121 Wilshire Blvd., Suite 1250, Los Angeles, CA 90025
93
Wealthminder
score

Tom Doxey (CRD# 1795748) is an Investment Advisor Representative working at Oakwood Capital Management LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.

4
Nicanor M. Mamaril
CRD#: 1320292
12121 Wilshire Blvd., Suite 1250, Los Angeles, CA 90025
93
Wealthminder
score

Nicanor Mamaril (CRD# 1320292) is an Investment Advisor Representative working at Oakwood Capital Management LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.

5
Bruce A. Mandel
CRD#: 1331069
12121 Wilshire Blvd., Suite 1250, Los Angeles, CA 90025
93
Wealthminder
score

Bruce Mandel (CRD# 1331069) is an Investment Advisor Representative working at Oakwood Capital Management LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.

6
Thomas H. Smith
CRD#: 1370872
12121 Wilshire Blvd., Suite 1250, Los Angeles, CA 90025
93
Wealthminder
score

Thomas Smith (CRD# 1370872) is an Investment Advisor Representative working at Oakwood Capital Management LLC in Los Angeles, CA and has over 31 years of experience in the finance industry.

7
Ariel A. Da Silva
CRD#: 3055142
12121 Wilshire Blvd., Suite 1250, Los Angeles, CA 90025
90
Wealthminder
score

Ariel Da Silva (CRD# 3055142) is an Investment Advisor Representative working at Oakwood Capital Management LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

8
Matthew B. Haefner
CRD#: 5808314
12121 Wilshire Blvd., Suite 1250, Los Angeles, CA 90025
90
Wealthminder
score

Matthew Haefner (CRD# 5808314) is an Investment Advisor Representative working at Oakwood Capital Management LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.

9
Ayako Yoshioka
CRD#: 6148048
12121 Wilshire Blvd., Suite 1250, Los Angeles, CA 90025
90
Wealthminder
score

Ayako Yoshioka (CRD# 6148048) is an Investment Advisor Representative working at Oakwood Capital Management LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.