# Oakwood Capital Management

Oakwood Capital Management is a Bank / Wealth / Trust based in Los Angeles, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** 12121 Wilshire Boulevard, Suite 1250, Los Angeles, CA 90025, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** www.oakwoodcap.com

## Regulatory record

- **Reports private funds:** No

## About

The Oakwood Team offers wealth management services in Los Angeles, CA. Let us guide you toward attaining your financial goals. Schedule now!

## People

- Bruce A. Mandel — Advisory Team
- Maxwell Kayajanian — Advisory Team
- Tom Doxey — Advisory Team
- Peter deMartino — Advisory Team
- Joel Callagan — Advisory Team
- Peter Lin — Advisory Team

## Questions

### Who runs investment decisions at Oakwood Capital Management?

Advisory team decisions are led by Bruce A. Mandel alongside five other named advisors: Maxwell Kayajanian, Tom Doxey, Peter deMartino, Joel Callagan and Peter Lin. The team has access to a centralized "Roundtable" of investment specialists at parent company Wealth Enhancement Group, including portfolio strategist Ayako Yoshioka. Final portfolio authority and compliance are governed by the parent RIA, not an independent investment committee.

### How is Oakwood Capital Management related to Wealth Enhancement Group?

Oakwood Capital Management is an advisor team that operates under the Wealth Enhancement Group umbrella. The parent is a national registered investment adviser that aggregates practices like Oakwood to provide centralized compliance, investment strategy and back-office support. The Oakwood Team retains its local branding and client relationships while using the parent's infrastructure for portfolio management, tax services and reporting.

### Does Oakwood Capital Management report a separate AUM?

No. The firm does not disclose a standalone assets-under-management figure. AUM is reported at the Wealth Enhancement Group level, which exceeds $100 billion across all advisor teams. Oakwood's individual book of business is not publicly available.

### What types of clients does the Oakwood Team serve?

The team serves affluent individuals and families, retirement plans, trusts and estates, foundations, endowments and corporations. Its marketing emphasizes personalized financial planning, tax strategies and risk management for clients seeking a single advisory relationship. There is no disclosed minimum account size.

### What investment vehicles does Oakwood Capital Management use?

Portfolios combine individual stocks, bonds, ETFs and alternative investments. Active management and tax efficiency are central to the stated approach. The team does not operate proprietary commingled funds; investment products are sourced through the Wealth Enhancement Group platform and external providers.

## Related profiles

- [Oakwell Private Wealth Management](https://altss.com/profile/oakwell-private-wealth-management)
- [Oasis500](https://altss.com/profile/oasis500)

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Last updated: 2026-06-03T20:00:00.000Z

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