Founded in 1998, Oakwood Capital Management, LLC is a wealth management firm based in Beverly Hills, California. As an independent, fee-only registered investment adviser, the firm is committed to providing objective financial advice and customized investment management solutions. Their mission is to help clients achieve their financial goals through a disciplined, long-term investment approach and personalized financial planning. The firm is employee-owned, which they state aligns their interests directly with those of their clients.

Founded in

United States