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OAKWOOD CAPITAL, INC.

ST. LOUIS PARK, MN · CRD 112399 · IAPD ↗ · oakwoodcapital.com · 952-935-4601

$304.2MRegulatory AUM
18Advisory reps
20Employees
0Clients
0Planning clients
0Private funds
17States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — OAKWOOD CAPITAL, INC.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
March 2025 — OAKWOOD CAPITAL, INC. notice-filed in DE, MD, NC, PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.