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Oakwood Advisory Group
OAKWOOD ADVISORY GROUP, LLC is a state-registered investment adviser with $8 million in regulatory assets under management. The firm manages $7 million on a...
Overview
OAKWOOD ADVISORY GROUP, LLC is a state-registered investment adviser with $8 million in regulatory assets under management. The firm manages $7 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is the investment strategy of Oakwood Advisory Group?
Public sources describe the firm's investment strategy as encompassing private equity, real assets, and public securities, with an emphasis on direct investments and co-investments. No specific asset class weights, stage preferences, or sector focus have been disclosed.
Does Oakwood Advisory Group publish its AUM or investment performance?
No. The firm does not disclose AUM, investment returns, or portfolio composition publicly. All financial details remain private.
Who are the key principals at Oakwood Advisory Group?
No named principals or leadership team members are listed in public records. The firm maintains a low profile with no publicly accessible roster.
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