OAKWOOD ADVISORY GROUP, LLC

OAKWOOD ADVISORY GROUP, LLC is an SEC-registered investment adviser (CRD 159691). Regulatory assets under management: $8.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 159691
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159691 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search