# OAKWOOD ADVISORY GROUP, LLC

OAKWOOD ADVISORY GROUP, LLC is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 159691
- Type: SEC-registered investment adviser
- Phone: 732-927-3908
- Latest filing: 2026-03-29
- Regulatory AUM: $8.0M
- Discretionary AUM: $6.6M
- Non-discretionary AUM: $1.5M
- Clients: 1
- Accounts: 21

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159691/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159691/similar
- Related entities: https://search.stillhousedata.com/firm/159691/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159691

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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.