OAKWORTH ASSET MANAGEMENT, LLC
CRD #335388 SEC #801-132789 BIRMINGHAM, AL 205-263-4700
SEC Registered
Total AUM
$757.4M
Discretionary
$757.4M
Employees
15
Clients
0
Accounts
678
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NORRIS, JOHN, BYRD | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| NORRIS, JOHN, BYRD | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| NORRIS, JOHN, BYRD | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| NORRIS, JOHN, BYRD | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| NORRIS, JOHN, BYRD | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| NORRIS, JOHN, BYRD | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| POKRZYWINSKI, JASON, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POKRZYWINSKI, JASON, C | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, HEAD OF WEALTH AND ADVISORY SERVICES | NA | Control |
| POKRZYWINSKI, JASON, C | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, HEAD OF WEALTH AND ADVISORY SERVICES | NA | Control |
| POKRZYWINSKI, JASON, C | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, HEAD OF WEALTH AND ADVISORY SERVICES | NA | Control |
| POKRZYWINSKI, JASON, C | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, HEAD OF WEALTH AND ADVISORY SERVICES | NA | Control |
| POKRZYWINSKI, JASON, C | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, HEAD OF WEALTH AND ADVISORY SERVICES | NA | Control |
| POKRZYWINSKI, JASON, C | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, HEAD OF WEALTH AND ADVISORY SERVICES | NA | Control |
| OAKWORTH CAPITAL BANK INC | DE | OWNER | E | Control |
| OAKWORTH CAPITAL BANK INC | DE | OWNER | E | Control |
| OAKWORTH CAPITAL BANK INC | DE | OWNER | E | Control |
| OAKWORTH CAPITAL BANK INC | DE | OWNER | E | Control |
| OAKWORTH CAPITAL BANK INC | DE | OWNER | E | Control |
| OAKWORTH CAPITAL BANK INC | DE | OWNER | E | Control |
| OAKWORTH CAPITAL BANK INC | DE | OWNER | E | Control |
Registrations
Federal
IA
Dec 16, 2025 REGISTERED
Notice Filings (11)
AL CA FL GA LA MS NC NH SC TN TX
Address
850 SHADES CREEK PARKWAYSUITE 200
BIRMINGHAM, AL 35209
United States
Phone: 205-263-4700