Founded in 1998, Oakwood Capital Advisors is a privately held, SEC-registered investment advisor based in Los Angeles. The firm operates on a fee-only basis, meaning it does not accept commissions for selling financial products, aligning its interests with those of its clients. It specializes in providing personalized wealth management, investment management, and financial planning services primarily to high-net-worth individuals, families, and institutions. Their mission is to help clients achieve their financial goals through a disciplined and client-centric investment approach.

Founded in

United States