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Oakworth Asset Management, LLC

EST. AUM
$846,327,168

CONTACTS
1

CLIENT ACCOUNTS
746

Firm Details

Metro area Birmingham
CRD Number 335388
Website na
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Overview

Oakworth Asset Management, LLC (OAM) is a U.S.-based registered investment adviser that commenced operations on July 1, 2025. It is wholly owned by Oakworth Capital Bank Inc. (OCB), a member of the FDIC. While both entities share ownership, they function independently, with OAM providing investment advisory services and OCB offering banking services.

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Address

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

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