# OAKWOOD CAPITAL, INC.

OAKWOOD CAPITAL, INC. of ST. LOUIS PARK, MN is an SEC-registered investment adviser.

## Registration

- CRD: 112399
- Type: SEC-registered investment adviser
- SEC file number: 801-120259
- Location: 600 HIGHWAY 169 SOUTH, SUITE 1410, ST. LOUIS PARK, MN, 55426
- Phone: 952-935-4601
- Latest filing: 2026-05-12
- Regulatory AUM: $304.2M
- Discretionary AUM: $86.7M
- Non-discretionary AUM: $217.5M
- Clients: 20
- Accounts: 1,051

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Douglas Stephan King | PRESIDENT & CCO; PRESIDENT, CEO & CCO; TRUSTEE | — |
| Kathryn Weiler King | TRUSTEE | — |
| LEE STANLEY GEORGE | VICE PRESIDENT OF MARKETING | — |
| KING THOMAS | TRUSTEE | — |
| BUMGARDNER LARRY OWEN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| KING AL W | TRUSTEE | — |
| KING DOUGLAS STEPHAN | PRESIDENT & CCO; TRUSTEE | — |
| King Brandon Douglas | OWNER | — |
| Brandon Douglas King | OWNER; SENIOR VICE PRESIDENT | — |
| Jason Thomas King | SENIOR VICE PRESIDENT; TRUSTEE | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (14)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| FORT MYERS | FL | 4 | (239) 350-0245 |
| FARGO | ND | 2 | 701-356-2205 |
| FARGO | ND | 2 | 763-559-3338 |
| — | — | 1 | 952-210-1973 |
| — | — | 1 | 763-544-4918 |
| — | — | 1 | 651-488-3501 |
| — | — | 1 | 952-470-5008 |
| — | — | 1 | 612-240-7067 |
| MINNEAPOLIS | MN | 1 | 952-935-2229 |
| NAPLES | FL | 1 | 651-646-3805 |
| PRESCOTT | WI | 1 | 715-262-2254 |
| — | — | 1 | 763-550-0829 |
| — | — | 1 | 763-516-0770 |
| — | — | 1 | 612-805-8297 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112399/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112399/similar
- Related entities: https://search.stillhousedata.com/firm/112399/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112399

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.