Oakworth Asset Management, LLC
● SEC registered since 2025CRD 335388SEC# 801-132789Birmingham, AL
Reg. AUM
$846.3M
Employees
20
Accounts
746
Location
Birmingham, AL
Oakworth Asset Management, LLC assets under management
Oakworth Asset Management, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2025. It reports $846.3 million in regulatory assets under management and employs 20 people.
Oakworth Asset Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Byrd Norris Control | Managing Director And Chief Investment Officer | Under 5% | 2025 |
| Michelle E. Smith Control | Chief Compliance Officer | Under 5% | 2026 |
| Oakworth Capital Bank Inc Control | Owner | Over 75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Oakworth Asset Management, LLC manage?
Oakworth Asset Management, LLC reports $846.3 million in regulatory assets under management on its Form ADV.
How many employees does Oakworth Asset Management, LLC have?
Oakworth Asset Management, LLC reports 20 employees.
Where is Oakworth Asset Management, LLC located?
Oakworth Asset Management, LLC is based in Birmingham, AL and has been SEC-registered since 2025.
Does Oakworth Asset Management, LLC disclose fund performance?
Oakworth Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 850 Shades Creek Parkway, Suite 200, Birmingham, AL 35209 |
| Phone | 205-263-4700 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$846.3M▲ 12%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$846.3Mregulatory AUM
Discretionary $846.3M