Firm profile

OAKWOOD CAPITAL, INC.

ST. LOUIS PARK, MNCRD 112399Latest ADV March 30, 2026

Oakwood Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in St. Louis Park, MN.

Assets Under Management
$304M
Employees
20
Offices
14 offices
Total Clients
616
Primary office
ST. LOUIS PARK, MN
600 HIGHWAY 169 SOUTH, SUITE 1410, ST. LOUIS PARK, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODouglas S. King

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
427
2
HNWI
29.4%
181
3
403(B)
0.8%
5
4
Corporations
0.5%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$304Mas of March 30, 2026
Discretionary28.5%
$87M
28% of total RAUM28.5%
Non-discretionary71.5%
$217M
72% of total RAUM71.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$304M
Total Accounts1,051
10Y AUM Change+$145M (+91.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees20
Clients per Employee31:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.