OAKWOOD CAPITAL, INC. of ST. LOUIS PARK, MN is an SEC-registered investment adviser (CRD 112399). Regulatory assets under management: $304.2M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| 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 |