OAKWORTH ASSET MANAGEMENT, LLC

Birmingham, United States · CRD 335388

SEC-registered investment adviser since 2025 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$846.3m
Main clients (by assets)High net worth individuals 64%, Individuals 20%, Companies 16%
Websiteoakworth.com
Form ADV · 2026-03-27SEC adviser record

Kindwealth
Others nearbyBirmingham, AL, Mobile, AL, Charlotte, NC, Brentwood, TN
FamilyOAKWORTH CAPITAL, INC. · 2 related pages · largest: OAKWORTH CAPITAL, INC.

As an employer

Staff (Form ADV)20 · 19 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Birmingham, AL (main office)United States	United States	about 15
Mobile, ALUnited States	United States	2
Brentwood, TNUnited States	United States	1
Charlotte, NCUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.