OAKWOOD CAPITAL, INC.
SEC RegisteredWhat is your Financial Freedom?
About the firm
For over 35 years, Oakwood Capital, Inc. has been a full-service registered investment advisor (RIA) firm offering a wide range of high-quality financial products and services to individuals and business owners. Independent from proprietary offerings and sales quotas, the firm's financial advisors provide sound financial information, expertise, and total objectivity to help clients meet their investment objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-service registered investment advisory services including financial planning, retirement planning, investment management, pension and benefit decisions, health care and long-term care planning, insurance, legacy planning, and charitable giving.
Who they serve
Individuals and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 427 | $142M |
| High Net Worth Individuals | 181 | $121M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAKWOOD CAPITAL, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.