Oakworth Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 27, 2026, reports $846M in regulatory assets under management, 20 employees, 3 offices, and 746 accounts.
Assets Under Management
$846M
Employees
20
Offices
3 offices
Total Clients
565
Primary office
BIRMINGHAM, AL
850 SHADES CREEK PARKWAY, SUITE 200, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.0% of total clients.
Top client categories% of clientsClients
1
Individuals
66.0%
373
2
HNWI
29.4%
166
3
Corporations
4.6%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$846Mas of March 27, 2026
Discretionary100.0%
$846M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$846M
Total Accounts746
10Y AUM Change+$846M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee28:1
10Y Employee Change+5 (+33.3%)
* 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.