OAKWOOD CAPITAL, INC.
C20
CRD 112399·SEC 801-120259·ST. LOUIS PARK, MN
AUM
$304.2M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$913K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $159.1M
'23 · $198.4M
'25 · $260.3M
'26 · $304.2M
'22'26
$159.1M → $304.2M▲ +91%
Operations
Advisory staff (5-yr trend)
'22 · 16 advisors
'23 · 19 advisors
'25 · 18 advisors
'26 · 18 advisors
'22'26
16 advisors → 18 advisors▲ +13%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited