Financial Planning and Advisory Services are offered through Oakwood Capital, Inc., (OC) an SEC registered investment adviser firm. Brokerage services are offered by Oakwood Capital Securities, Inc. (OCS), a registered broker-dealer. Investment brokerage services are offered by Oakwood Capital Securities, Inc., (OCS), and independence broker-dealer with its principal place of business in the state of Minnesota. OC and OCS may only transact business in those states in which they are properly registered. For information pertaining to the registration status, please contact the firm or refer to the Investment Adviser Public Disclosure website ( or FINRA's BrokerCheck website ( For additional information about OC, including fees and services, send for our disclosure statement as set forth on Form ADV from OC using the contact information herein. Please read the disclosure statement carefully before you invest or send money. This communication is offered as a source of general information about our services and is not intended as a solicitation, investment advice, or a recommendation.


Oakwood Capital Advisors, LLC serves clients nationwide and has its offices in Fort Myers and Naples, FL, and Wayzata, MN 239-350-0245,

600 Highway 169 South
Suite 1410
Minneapolis, MN 55426
United States

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+1 763-277-8123
Company Description
At Oakwood Capital Advisors, we take a team approach to planning. Utilizing the individual strengths of each member, with combined experience of over 50 years, ensuring the best possible outcome for our clients.

We help build, manage, preserve and transition wealth

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