OAKWOOD CAPITAL, INC.
CRD #112399 SEC #801-120259 ST. LOUIS PARK, MN 952-935-4601
SEC Registered
Total AUM
$260.3M
Discretionary
$87.1M
Employees
20
Clients
0
Accounts
1,001
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $260.3M | $87.1M | $173.2M | 20 | 0 |
| Feb 2025 | $260.3M | $87.1M | $173.2M | 20 | 0 |
| Jan 2025 | $260.3M | $87.1M | $173.2M | 20 | 0 |
| Mar 2024 | $220.8M | $21.8M | $199M | 20 | 0 |
| Apr 2023 | $196M | $17.8M | $178.2M | 20 | 0 |
| Mar 2023 | $196M | $17.8M | $178.2M | 20 | 0 |
| Mar 2023 | $198.4M | $764.9K | $197.6M | 20 | 0 |
| Dec 2022 | $198.4M | $764.9K | $197.6M | 20 | 0 |
| Jun 2022 | $198.4M | $764.9K | $197.6M | 20 | 0 |
| Jun 2022 | $198.4M | $764.9K | $197.6M | 20 | 0 |
| May 2022 | $198.4M | $764.9K | $197.6M | 20 | 0 |
| Apr 2022 | $198.4M | $764.9K | $197.6M | 20 | 0 |
| Mar 2022 | $198.4M | $764.9K | $197.6M | 20 | 0 |
| Mar 2022 | $159.1M | $0 | $159.1M | 20 | 0 |
| Mar 2022 | $159.1M | $0 | $159.1M | 20 | 0 |
| May 2021 | $159.1M | $0 | $159.1M | 20 | 0 |
| Mar 2021 | $159.1M | $0 | $159.1M | 20 | 0 |
| Feb 2021 | $159.1M | $0 | $159.1M | 20 | 0 |
| Jan 2021 | $159.1M | $0 | $159.1M | 20 | 0 |
| Jan 2021 | $159.1M | $0 | $159.1M | 20 | 0 |
| May 2012 | $70.9M | $0 | $70.9M | 11 | 600 |
| Mar 2012 | $70.9M | $0 | $70.9M | 11 | 600 |
| Apr 2011 | $77.4M | $0 | $77.4M | -- | -- |
| Mar 2011 | $77.4M | $0 | $77.4M | -- | -- |
| Oct 2010 | $59.3M | $0 | $59.3M | -- | -- |
| Jul 2010 | $59.3M | $0 | $59.3M | -- | -- |
| Jun 2010 | $59.3M | $0 | $59.3M | -- | -- |
| Mar 2010 | $59.3M | $0 | $59.3M | -- | -- |
| Feb 2009 | $32.3M | $0 | $32.3M | 5 | -- |
| Jan 2008 | $39.8M | $0 | $39.8M | 5 | -- |
DateMay 2025
Total AUM$260.3M
Discretionary$87.1M
Non-Disc.$173.2M
Employees20
Clients0
DateFeb 2025
Total AUM$260.3M
Discretionary$87.1M
Non-Disc.$173.2M
Employees20
Clients0
DateJan 2025
Total AUM$260.3M
Discretionary$87.1M
Non-Disc.$173.2M
Employees20
Clients0
DateMar 2024
Total AUM$220.8M
Discretionary$21.8M
Non-Disc.$199M
Employees20
Clients0
DateApr 2023
Total AUM$196M
Discretionary$17.8M
Non-Disc.$178.2M
Employees20
Clients0
DateMar 2023
Total AUM$196M
Discretionary$17.8M
Non-Disc.$178.2M
Employees20
Clients0
DateMar 2023
Total AUM$198.4M
Discretionary$764.9K
Non-Disc.$197.6M
Employees20
Clients0
DateDec 2022
Total AUM$198.4M
Discretionary$764.9K
Non-Disc.$197.6M
Employees20
Clients0
DateJun 2022
Total AUM$198.4M
Discretionary$764.9K
Non-Disc.$197.6M
Employees20
Clients0
DateJun 2022
Total AUM$198.4M
Discretionary$764.9K
Non-Disc.$197.6M
Employees20
Clients0
DateMay 2022
Total AUM$198.4M
Discretionary$764.9K
Non-Disc.$197.6M
Employees20
Clients0
DateApr 2022
Total AUM$198.4M
Discretionary$764.9K
Non-Disc.$197.6M
Employees20
Clients0
DateMar 2022
Total AUM$198.4M
Discretionary$764.9K
Non-Disc.$197.6M
Employees20
Clients0
DateMar 2022
Total AUM$159.1M
Discretionary$0
Non-Disc.$159.1M
Employees20
Clients0
DateMar 2022
Total AUM$159.1M
Discretionary$0
Non-Disc.$159.1M
Employees20
Clients0
DateMay 2021
Total AUM$159.1M
Discretionary$0
Non-Disc.$159.1M
Employees20
Clients0
DateMar 2021
Total AUM$159.1M
Discretionary$0
Non-Disc.$159.1M
Employees20
Clients0
DateFeb 2021
Total AUM$159.1M
Discretionary$0
Non-Disc.$159.1M
Employees20
Clients0
DateJan 2021
Total AUM$159.1M
Discretionary$0
Non-Disc.$159.1M
Employees20
Clients0
DateJan 2021
Total AUM$159.1M
Discretionary$0
Non-Disc.$159.1M
Employees20
Clients0
DateMay 2012
Total AUM$70.9M
Discretionary$0
Non-Disc.$70.9M
Employees11
Clients600
DateMar 2012
Total AUM$70.9M
Discretionary$0
Non-Disc.$70.9M
Employees11
Clients600
DateApr 2011
Total AUM$77.4M
Discretionary$0
Non-Disc.$77.4M
Employees--
Clients--
DateMar 2011
Total AUM$77.4M
Discretionary$0
Non-Disc.$77.4M
Employees--
Clients--
DateOct 2010
Total AUM$59.3M
Discretionary$0
Non-Disc.$59.3M
Employees--
Clients--
DateJul 2010
Total AUM$59.3M
Discretionary$0
Non-Disc.$59.3M
Employees--
Clients--
DateJun 2010
Total AUM$59.3M
Discretionary$0
Non-Disc.$59.3M
Employees--
Clients--
DateMar 2010
Total AUM$59.3M
Discretionary$0
Non-Disc.$59.3M
Employees--
Clients--
DateFeb 2009
Total AUM$32.3M
Discretionary$0
Non-Disc.$32.3M
Employees5
Clients--
DateJan 2008
Total AUM$39.8M
Discretionary$0
Non-Disc.$39.8M
Employees5
Clients--