Wealth Manager
    SEC Registered
    Manages Private Funds

    Oakworth Asset Management, LLC

    Registered investment advisor · Birmingham, Alabama · CRD #335388

    Assets Under Management
    $846M
    Client Accounts
    746
    Employees
    20
    CRD Number
    335388
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Oakworth Asset Management, LLC

    Oakworth Asset Management, LLC is a registered investment advisory firm owned by Oakworth Capital Bank Inc. It offers investment advisory services exclusively through itself. The firm focuses on wealth management and advisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Oakworth Asset Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Oakworth Asset Management, LLC's AUM?

    Oakworth Asset Management, LLC reports approximately $846M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oakworth Asset Management, LLC headquartered?

    Oakworth Asset Management, LLC is headquartered in Birmingham, Alabama.

    What is Oakworth Asset Management, LLC's CRD number?

    Oakworth Asset Management, LLC's CRD number is 335388. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Oakworth Asset Management, LLC manage?

    Oakworth Asset Management, LLC manages approximately 746 client accounts according to its latest SEC filing.

    Is Oakworth Asset Management, LLC SEC registered?

    Yes, Oakworth Asset Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Alabama

    Waverly Advisors, LLC
    Birmingham, AL · $29.8B AUM
    Highland Associates Inc
    Birmingham, AL · $21B AUM
    Regions Investment Management, Inc.
    Birmingham, AL · $20.1B AUM
    Aptus Capital Advisors, LLC
    Fairhope, AL · $14.1B AUM
    Harbert Fund Advisors, LLC
    Birmingham, AL · $7.8B AUM
    Rfg Advisory, LLC
    Vestavia Hills, AL · $6.8B AUM
    See all top RIA firms in Alabama →

    Research firms like Oakworth Asset Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial