firm profile
Oakwood Capital, Inc.
Overview
Oakwood Capital, Inc. is an SEC registered investment adviser based in St Louis Park, MN, registered since 2012. It reports $304M in assets under management across 1,051 accounts, with 20 employees. It has 22 investment adviser representatives.
- Reported AUM
- $304M
- Discretionary
- 28%
- Accounts
- 1,051
- Average account
- $289K
- Employees
- 20
- Advisory reps
- 22
- Registered since
- 2012
- Jurisdictions
- 17
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 3
- Douglas Stephan King President, Chief Executive Officer, Chief Compliance Officer CRD 1375683
- Brandon Douglas King Senior Vice President CRD 6371003
- Jason Thomas King Senior Vice President CRD 6343030
Advisory reps 3 of 22
- Jon Daniel Breimhorst Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5463148
- Daniel J Colich Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1336351
- John Francis Devereaux Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4750174
19 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 600 Highway 169 S Ste 1410
St Louis Park, MN 55426 - County
- Hennepin
- Metro area
- Minneapolis-St. Paul-Bloomington, MN-WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 17 jurisdictions
- Website: oakwoodcapital.com
Every state, with registration dates
Similar firms near St Louis Park
- Affiance Financial LLCSt Louis Park, MN$1.4B AUM
- Guardian Wealth Advisors, LLCSt Louis Park, MN$3M AUM
- Secured Retirement Advisors, LLCSt Louis Park, MN$255M AUM
- Captar Private WealthSt Louis Park, MN$166M AUM
- Lions Wealth ManagementSt Louis Park, MN$80M AUM
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