Email
info@oakwoodca.com
Phone
Disclaimer

Financial Planning and Advisory Services are offered through Oakwood Capital, Inc., (OC) an SEC registered investment adviser firm with its principal place of business in the state of Minnesota. 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, OCS, and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers and broker-dealers by those states in which OC and OCS maintain clients. OC and OCS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by OC or OCS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Oakwood Capital Advisors, LLC, OC, and OCS are not affiliated entities but are under common ownership. For information pertaining to the registration status of OC or OCS, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). 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.

Oakwood Capital Advisors, LLC serves clients nationwide and has its offices in Fort Myers, Florida and Wayzata, MN 239-350-0245, info@oakwoodca.com.

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

First Name
Douglas
Last Name
King
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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