Oakwood Capital, Inc.

EST. AUM
$304,181,730

CONTACTS
3

CLIENT ACCOUNTS
1,051

Firm Details

Metro area Minneapolis
CRD Number 112399
Website oakwoodcapital.com
Client types

Overview

Oakwood Capital, Inc. is a trusted Registered Investment Advisor (RIA) delivering personalized wealth management and financial planning services to individuals, families, and institutions. With a commitment to fiduciary excellence, Oakwood Capital provides tailored investment strategies designed to align with clients' financial goals and risk tolerance. Leveraging decades of experience, the firm emphasizes disciplined portfolio management, long-term growth, and transparency in its client relationships. Oakwood Capital combines in-depth market expertise with a client-first approach to create customized solutions that build and preserve wealth across generations. Their dedication to integrity and innovation sets them apart in the competitive wealth management landscape.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Oakwood Capital, Inc.

Platform Details

Investment Preferences

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Address

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