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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 21, 2025
- Branch Offices
- 14
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| KING, DOUGLAS, STEPHAN | I | PRESIDENT & CCO | NA | Control |
| LEE, RICHARD, GEORGE | I | VICE PRESIDENT OF MARKETING | NA | |
| LEE, RICHARD, GEORGE | I | VICE PRESIDENT OF MARKETING | NA | |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BUMGARDNER, LARRY, OWEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | DE | OWNER | E | Control |
| LARRY O. BUMGARDNER REVOCABLE TRUST U/A/D MARCH 31, 2011 | DE | OWNER | E | |
| LARRY O. BUMGARDNER REVOCABLE TRUST U/A/D MARCH 31, 2011 | DE | OWNER | E | |
| OAKWOOD CAPITAL PARTNERS, LLC | DE | OWNER | E | Control |
| OAKWOOD CAPITAL PARTNERS, LLC | DE | OWNER | E | Control |
| OAKWOOD CAPITAL PARTNERS, LLC | DE | OWNER | E | Control |
| THE DOUGLAS S KING AND KATHRYN W KING LIVING TRUST | DE | OWNER | E | Control |
| King, Brandon, Douglas | I | OWNER | B | Control |
| THE JASON & KELSEY KING REVOCABLE LIVING TRUST | DE | OWNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, DOUGLAS, STEPHAN | I | THE DOUGLAS S KING AND KATHRYN W KING LIVING TRUST | F | Control |
| KING, JASON, THOMAS | I | THE JASON & KELSEY KING REVOCABLE LIVING TRUST | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
| KING, KATHRYN, W | I | THE DOUGLAS S KING AND KATHRYN W KING LIVING TRUST | F | Control |
| KIng, Kathryn, W | I | DOUGLAS S KING AND KATHRYN W KING REVOCABLE LIVING TRUST DATED 06/24/1993 | F | Control |
Registrations
Federal
IA
May 21, 2025 REGISTERED
Notice Filings (18)
AZ CA CO DE FL IA MD MN MO MT NC ND PA SC SD TX VA WI
Address
600 HIGHWAY 169 SOUTHSUITE 1410
ST. LOUIS PARK, MN 55426
United States
Phone: 952-935-4601