Investment adviser · CRD 108080
OAKWOOD CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Jun 14, 2021
- Regulatory AUM
- $922M Form ADV · Item 5.F
- Client accounts
- 832 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 161 | $621,072,469 | 67.4% |
| Individuals | 198 | $144,048,460 | 15.6% |
| Corporations & businesses | 4 | $63,045,132 | 6.8% |
| Charities | 12 | $52,708,320 | 5.7% |
| Retirement plans | 19 | $33,304,751 | 3.6% |
| Government entities | 1 | $7,779,455 | 0.8% |
Filing source
Form ADV 1547336 · Jun 14, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 14, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
12121 WILSHIRE BLVD., SUITE 1250LOS ANGELES, CA, 90025, United States
CRD 108080
Filing source
Form ADV 1547336 · Jun 14, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.