OAKWOOD CAPITAL MANAGEMENT LLC
CRD #108080 SEC #801-55342 LOS ANGELES, CA 310-772-2600
SEC Registered
Total AUM
$922M
Discretionary
$922M
Employees
16
Clients
11
Accounts
832
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $922M | $922M | $0 | 16 | 114 |
| Jun 2021 | $922M | $922M | $0 | 16 | 114 |
| May 2021 | $922M | $922M | $0 | 16 | 114 |
| Apr 2021 | $922M | $922M | $0 | 16 | 114 |
| Mar 2021 | $922M | $922M | $0 | 16 | 114 |
| Dec 2020 | $855.9M | $855.9M | $0 | 15 | 121 |
| Jun 2020 | $855.9M | $855.9M | $0 | 15 | 121 |
| Jun 2020 | $855.9M | $855.9M | $0 | 15 | 121 |
| Mar 2020 | $855.9M | $855.9M | $0 | 15 | 121 |
| Mar 2020 | $855.9M | $855.9M | $0 | 15 | 121 |
| Mar 2019 | $783.6M | $783.6M | $0 | 14 | 120 |
| Jul 2018 | $830.6M | $830.6M | $0 | 13 | 132 |
| Mar 2018 | $830.6M | $830.6M | $0 | 13 | 132 |
| Jan 2018 | $776.5M | $776.5M | $0 | 14 | 132 |
| Jan 2018 | $776.5M | $776.5M | $0 | 14 | 132 |
| Nov 2017 | $776.5M | $776.5M | $0 | 14 | 132 |
| Nov 2017 | $776.5M | $776.5M | $0 | 14 | 132 |
| May 2017 | $776.5M | $776.5M | $0 | 14 | 400 |
| Apr 2017 | $776.5M | $776.5M | $0 | 14 | 400 |
| Mar 2017 | $776.5M | $776.5M | $0 | 14 | 400 |
| Mar 2017 | $776.5M | $776.5M | $0 | 14 | 400 |
| Dec 2016 | $759.8M | $759.8M | $0 | 21 | 400 |
| Oct 2016 | $759.8M | $759.8M | $0 | 21 | 400 |
| Mar 2016 | $759.8M | $759.8M | $0 | 21 | 400 |
| Mar 2015 | $775.5M | $775.5M | $0 | 22 | 400 |
| Mar 2015 | $775.5M | $775.5M | $0 | 22 | 400 |
| Mar 2015 | $705.8M | $705.8M | $0 | 13 | 400 |
| Jan 2015 | $705.8M | $705.8M | $0 | 13 | 400 |
| Apr 2014 | $705.8M | $705.8M | $0 | 13 | 400 |
| Jan 2014 | $705.8M | $705.8M | $0 | 13 | 400 |
| Jan 2014 | $705.8M | $705.8M | $0 | 13 | 400 |
| Jul 2013 | $625.1M | $625.1M | $0 | 12 | 400 |
| Jul 2013 | $625.1M | $625.1M | $0 | 12 | 400 |
| Mar 2013 | $625.1M | $625.1M | $0 | 12 | 400 |
| Oct 2012 | $582.5M | $582.5M | $0 | 6 | 300 |
| Mar 2012 | $582.5M | $582.5M | $0 | 6 | 300 |
| Jul 2011 | $537.4M | $537.4M | $0 | 10 | -- |
| Apr 2011 | $537.4M | $537.4M | $0 | 10 | -- |
| Apr 2011 | $537.4M | $537.4M | $0 | 10 | -- |
| Feb 2011 | $537.4M | $537.4M | $0 | 10 | -- |
| Mar 2010 | $445.2M | $445.2M | $0 | 10 | -- |
| Mar 2009 | $368.6M | $368.6M | $0 | 10 | -- |
| Mar 2008 | $413.5M | $413.5M | $0 | -- | -- |
| Mar 2007 | $423.5M | $423.5M | $0 | -- | -- |
| Mar 2007 | $440M | $440M | $0 | -- | -- |
| Jan 2005 | $371M | $371M | $0 | -- | -- |
| Mar 2004 | $371M | $371M | $0 | -- | -- |
| Apr 2002 | $298.9M | $298.9M | $0 | 10 | -- |
DateJun 2021
Total AUM$922M
Discretionary$922M
Non-Disc.$0
Employees16
Clients114
DateJun 2021
Total AUM$922M
Discretionary$922M
Non-Disc.$0
Employees16
Clients114
DateMay 2021
Total AUM$922M
Discretionary$922M
Non-Disc.$0
Employees16
Clients114
DateApr 2021
Total AUM$922M
Discretionary$922M
Non-Disc.$0
Employees16
Clients114
DateMar 2021
Total AUM$922M
Discretionary$922M
Non-Disc.$0
Employees16
Clients114
DateDec 2020
Total AUM$855.9M
Discretionary$855.9M
Non-Disc.$0
Employees15
Clients121
DateJun 2020
Total AUM$855.9M
Discretionary$855.9M
Non-Disc.$0
Employees15
Clients121
DateJun 2020
Total AUM$855.9M
Discretionary$855.9M
Non-Disc.$0
Employees15
Clients121
DateMar 2020
Total AUM$855.9M
Discretionary$855.9M
Non-Disc.$0
Employees15
Clients121
DateMar 2020
Total AUM$855.9M
Discretionary$855.9M
Non-Disc.$0
Employees15
Clients121
DateMar 2019
Total AUM$783.6M
Discretionary$783.6M
Non-Disc.$0
Employees14
Clients120
DateJul 2018
Total AUM$830.6M
Discretionary$830.6M
Non-Disc.$0
Employees13
Clients132
DateMar 2018
Total AUM$830.6M
Discretionary$830.6M
Non-Disc.$0
Employees13
Clients132
DateJan 2018
Total AUM$776.5M
Discretionary$776.5M
Non-Disc.$0
Employees14
Clients132
DateJan 2018
Total AUM$776.5M
Discretionary$776.5M
Non-Disc.$0
Employees14
Clients132
DateNov 2017
Total AUM$776.5M
Discretionary$776.5M
Non-Disc.$0
Employees14
Clients132
DateNov 2017
Total AUM$776.5M
Discretionary$776.5M
Non-Disc.$0
Employees14
Clients132
DateMay 2017
Total AUM$776.5M
Discretionary$776.5M
Non-Disc.$0
Employees14
Clients400
DateApr 2017
Total AUM$776.5M
Discretionary$776.5M
Non-Disc.$0
Employees14
Clients400
DateMar 2017
Total AUM$776.5M
Discretionary$776.5M
Non-Disc.$0
Employees14
Clients400
DateMar 2017
Total AUM$776.5M
Discretionary$776.5M
Non-Disc.$0
Employees14
Clients400
DateDec 2016
Total AUM$759.8M
Discretionary$759.8M
Non-Disc.$0
Employees21
Clients400
DateOct 2016
Total AUM$759.8M
Discretionary$759.8M
Non-Disc.$0
Employees21
Clients400
DateMar 2016
Total AUM$759.8M
Discretionary$759.8M
Non-Disc.$0
Employees21
Clients400
DateMar 2015
Total AUM$775.5M
Discretionary$775.5M
Non-Disc.$0
Employees22
Clients400
DateMar 2015
Total AUM$775.5M
Discretionary$775.5M
Non-Disc.$0
Employees22
Clients400
DateMar 2015
Total AUM$705.8M
Discretionary$705.8M
Non-Disc.$0
Employees13
Clients400
DateJan 2015
Total AUM$705.8M
Discretionary$705.8M
Non-Disc.$0
Employees13
Clients400
DateApr 2014
Total AUM$705.8M
Discretionary$705.8M
Non-Disc.$0
Employees13
Clients400
DateJan 2014
Total AUM$705.8M
Discretionary$705.8M
Non-Disc.$0
Employees13
Clients400
DateJan 2014
Total AUM$705.8M
Discretionary$705.8M
Non-Disc.$0
Employees13
Clients400
DateJul 2013
Total AUM$625.1M
Discretionary$625.1M
Non-Disc.$0
Employees12
Clients400
DateJul 2013
Total AUM$625.1M
Discretionary$625.1M
Non-Disc.$0
Employees12
Clients400
DateMar 2013
Total AUM$625.1M
Discretionary$625.1M
Non-Disc.$0
Employees12
Clients400
DateOct 2012
Total AUM$582.5M
Discretionary$582.5M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$582.5M
Discretionary$582.5M
Non-Disc.$0
Employees6
Clients300
DateJul 2011
Total AUM$537.4M
Discretionary$537.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$537.4M
Discretionary$537.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$537.4M
Discretionary$537.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$537.4M
Discretionary$537.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$445.2M
Discretionary$445.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$368.6M
Discretionary$368.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$413.5M
Discretionary$413.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$423.5M
Discretionary$423.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$440M
Discretionary$440M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$371M
Discretionary$371M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$371M
Discretionary$371M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees10
Clients--