Oakwood Capital, Inc.
● SEC registered since 2021CRD 112399SEC# 801-120259St. Louis Park, MN
Reg. AUM
$304.2M
Employees
20
Accounts
1,051
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 $304.2 million in regulatory assets under management and employs 20 people.
Oakwood Capital, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Douglas King Control | Senior Vice President | Under 5% | 2026 |
| Douglas Stephan King Control | President, Ceo & Cco | Under 5% | 2020 |
| Jason Thomas King Control | Senior Vice President | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Oakwood Capital, Inc. manage?
Oakwood Capital, Inc. reports $304.2 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
| Address | 600 Highway 169 South, Suite 1410, St. Louis Park, MN 55426 |
| Phone | 952-935-4601 |
| Fax | 952-935-4958 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$304.2M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$304.2Mregulatory AUM
Discretionary $86.7MNon-discretionary $217.5M