Oakworth Asset Management

OAKWORTH ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in BIRMINGHAM, AL, registered since 2025. The firm manages approximately $846 million in...

Oakworth Asset Management

OAKWORTH ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in BIRMINGHAM, AL, registered since 2025. The firm manages approximately $846 million in assets. It has 20 employees and 19 investment advisers.

General information

Firm type

Asset Manager

Who manages Oakworth Asset Management?

No named executives or investment professionals are publicly associated with Oakworth Asset Management in available SEC filings or media reports. The firm's registration with the SEC lists a legal entity but does not disclose specific individuals.

What investment strategy does Oakworth Asset Management use?

Public records do not specify Oakworth Asset Management's investment strategy. As a registered investment advisor, the firm may pursue a multi-asset approach, but no confirmed details exist in credible sources (per public record).

Is Oakworth Asset Management a family office?

No classification as a family office can be confirmed. The firm's SEC registration as a registered investment advisor suggests it operates as a traditional asset manager, not a single-family or multi-family office (per SEC registration).

What assets under management (AUM) does Oakworth Asset Management have?

No AUM figure has been publicly disclosed or reported by Oakworth Asset Management. The firm's AUM band remains undisclosed in all available sources (Altss estimate).

Where is Oakworth Asset Management headquartered?

The firm's headquarters location is not publicly listed in SEC filings or other official documents. No city or state can be attributed based on available public records.

Does Oakworth Asset Management make direct investments or invest in funds?

No information is available on whether Oakworth Asset Management makes direct investments or commits capital to external funds. The firm's investment vehicles and structures are not documented in public sources (per public record).

How can I verify Oakworth Asset Management's credentials?

Oakworth Asset Management is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Verification can be performed through the SEC's Investment Adviser Public Disclosure (IAPD) database (per SEC registration).

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.