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Oakworth Asset Management, LLC

Oakworth Asset Management, LLC. CRD 335388

Oakworth Asset Management, LLC logo

CRD: 335388

Oakworth Asset Management, LLC

Birmingham, AL, 35209
2052634700
oakworth.com/oakworth-asset-management/advisory-services
$846.3M Total AUM
$846.3M Disc. AUM
-- 3Y CAGR
20 Employees
575 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Axos · Capital Bank
Clients
Retail and Institutional
Platforms
Value vectorOak
Established Date
07-01-2025
Office Locations
4

Office Locations

1 St. Louis Street Suite 3200 Mobile AL
5511 Virginia WAY Ste. 110 Brentwood TN
6000 Fairview RD Charlotte NC

About Oakworth Asset Management, LLC

Oakworth Asset Management, LLC is a registered investment adviser owned by Oakworth Capital Bank, providing holistic wealth advisory services including financial planning and investment management for long-term, multi-generational goals. The team supports retirement, philanthropic, risk, and generational planning and emphasizes a comprehensive view of clients’ financial landscape with advanced digital tools. Based in Birmingham with offices across the Southeast.

Team overview

40 AVG AGE
$44.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
0.8 yrs AVG TENURE
20 Employees
19 Advisory Reps
19 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Focus Timber Harbor North focus Value Wave ember Fusion oak Vertex fusion Insight alpha

Client Personas

Vertex Zenith signal

CRM

Bridge timber

Custodian

Vector meridian Pathway wave Vector alpha Oak pathway Signal foundation Peak focus Summit wave Timber quantum Vital

Fund Managers

Quantum summit

Investment Themes

Capital Value ember

Investment Vehicles

Zenith prime Matrix alpha

Services

Zenith fusion Focus Matrix Fusion summit Matrix Momentum Alpha optima Timber

Technology

Value vector Vertex

Owner & Executives

JOHN BYRD NORRIS V

JOHN BYRD NORRIS V

Chief Investment Officer, MANAGING DIRECTOR

CRD
#2753475
Ownership
Less than 5%
(232) 354-4436
vertex.signal@radialcapital.com
in linkedin.com/in/peak-eagle
MICHELLE E. SMITH

MICHELLE E. SMITH

Chief Compliance Officer

CRD
#4336289
Ownership
Less than 5%
(272) 786-4660
timber.atlas@frontiercapital.com
in linkedin.com/in/insight-alpha

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Contacts

BARRON BELVIN AKINS

BARRON BELVIN AKINS

Client Advisor, Wealth Management

CRD
#6343095
(575) 397-5934
crest.beacon@pioneercapital.com
in linkedin.com/in/catalyst-north
W

William Alexander

--

CRD
#7536647
(940) 871-3798
catalyst.focus@unisoncapital.com
in linkedin.com/in/capital-beacon
A

Atlas pioneer

Timber zenith optima

CRD
#33626
(581) 269-8709
catalyst.unison@zenithcapital.com
in linkedin.com/in/capital-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-16-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $846,327,168 $1,134,487
Non-Discretionary $0 --
Total $846,327,168 $1,134,487

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Separately Managed Accounts

Total SMA Asset: $846,327,168

$846.3M Total SMA
Public Funds:
4.2%
Equity - Exchange:
15.5%
Cash:
12.6%
Corporate - Investment Grade:
4.7%
Corporate - Non-Investment Grade:
13.8%
Equity - OTC:
18.7%
Municipal Bonds:
14.1%
U.S. Government/Agency:
16.4%
Asset class Assets Assets %
Public Funds $182,064,817 4.2%
Equity - Exchange $671,905,873 15.5%
Cash $546,194,452 12.6%
Corporate - Investment Grade $203,739,200 4.7%
Corporate - Non-Investment Grade $598,212,971 13.8%
Equity - OTC $810,621,925 18.7%
Municipal Bonds $611,217,601 14.1%
U.S. Government/Agency $710,919,763 16.4%
Total $4,334,876,602 100.0%

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