Be advised. This firm is no longer registered.

Oakwood Capital Management LLC

Oakwood Capital Management LLC (CRD# 108080) is a financial advisory firm headquartered in Los Angeles, CA. They manage $921,958,587 in 832 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
12121 Wilshire Blvd., Suite 1250, Los Angeles, CA 90025
http://www.oakwoodcap.com
By the Numbers
  • Total Assets Under Management
    922
    MILLION
  • Total Number of Accounts
    832
    ACCOUNTS
  • Average Account Value
    $1,108,123
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Oakwood Capital Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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