Oakwood Capital, Inc.
Oakwood Capital, Inc. is an SEC-registered mass-market adviser in St. Louis Park, MN with $304.2M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Oakwood Capital, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112399, SEC 801-120259, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $304.2M (2026-05-12)
- Firm type
- Mass-Market Adviser
- Location
- St. Louis Park, MN
- Employees
- 20
- Clients
- 616
- CRD
- 112399
- Ownership
- LEE, RICHARD, GEORGE; BUMGARDNER, LARRY, OWEN; LARRY O. BUMGARDNER REVOCABLE TRUST U/A/D MARCH 31, 2011; KING, DOUGLAS, STEPHAN; DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993
How much AUM does Oakwood Capital, Inc. have?
Oakwood Capital, Inc. reported $304.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns Oakwood Capital, Inc.?
Disclosed owners and executives of Oakwood Capital, Inc. include LEE, RICHARD, GEORGE, BUMGARDNER, LARRY, OWEN, LARRY O. BUMGARDNER REVOCABLE TRUST U/A/D MARCH 31, 2011, KING, DOUGLAS, STEPHAN, DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.