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Oakwood Capital, Inc.

● SEC registered since 2021CRD 112399SEC# 801-120259St. Louis Park, MN
Export (members)
Reg. AUM
$260.3M
Employees
20
Accounts
1,001
Location
St. Louis Park, MN

Oakwood Capital, Inc. assets under management

Oakwood Capital, Inc. is a registered investment adviser overseen by the SEC based in St. Louis Park, MN. The firm has been registered since 2021. It reports $260.3 million in regulatory assets under management and employs 20 people.
www.oakwoodcapital.comView on SEC.gov ↗

Oakwood Capital, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Douglas Stephan King ControlPresident & CcoUnder 5%2020
Oakwood Capital Partners, LLC ControlOwnerOver 75%2025
Kathryn Weiler King ControlTrustee—2020
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Frequently asked questions

How much does Oakwood Capital, Inc. manage?

Oakwood Capital, Inc. reports $260.3 million in regulatory assets under management on its Form ADV.

How many employees does Oakwood Capital, Inc. have?

Oakwood Capital, Inc. reports 20 employees.

Where is Oakwood Capital, Inc. located?

Oakwood Capital, Inc. is based in St. Louis Park, MN and has been SEC-registered since 2021.

Does Oakwood Capital, Inc. disclose fund performance?

Oakwood Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address600 Highway 169 South, Suite 1410, St. Louis Park, MN 55426
Phone952-935-4601
Fax952-935-4958
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$87.1M
Non-discretionary$173.2M
Total (RAUM)$260.3M