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- Custodian
- Assetmark · Charles Schwab & Company · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-12-2009
- Office Locations
- 16
Office Locations
About Oakwood Capital, Inc.
Oakwood Capital, Inc. is an investment advisory firm providing financial planning and ongoing portfolio management, including retirement, tax and estate planning and insurance/legacy planning support. The practice works with individuals and families, including business owners and entrepreneurs, and builds portfolios using asset allocation across ETFs, mutual funds and fixed income (including socially responsible options). Operates across multiple offices and serves both retail and institutional relationships; custody includes Schwab and RBC.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Brandon Douglas King
SENIOR VICE PRESIDENT
- CRD
- #6371003
- Ownership
- Less than 5%
DOUGLAS STEPHAN KING
Chief Executive Officer, President
- CRD
- #1375683
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JON DANIEL BREIMHORST
--
- CRD
- #5463148
DANIEL JOSEPH COLICH
Financial Advisor
- CRD
- #1336351
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,688,497 | $216,721 |
| Non-Discretionary | $217,493,233 | $334,091 |
| Total | $304,181,730 | $289,421 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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