ADV Part 2A  Form CRS  SEC

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Financial Planning and Advisory Services are offered through Oakwood Capital, inc., (OC), an SEC registered investment adviser firm. OC representatives may only transact business in those states for which they are properly registered. For information pertaining to the registration status, please contact the firm or refer to the Investment Advisor Public Disclosure website ( For additional information about OC, including fees and services, send for our disclosure statement as set forth on Form ADV from OC using the contact information herein. Please read the disclosure statement carefully before you invest or send money. This communication is offered as a source of general information about our services and is not intended as a solicitation, investment advice, or a recommendation.

Oakwood Capital, Inc. has offices in Fort Myers, FL and Minneapolis, MN. Please contact (952) 935-4601 or email


600 Highway 169 S, Suite 1410
Minneapolis, MN 55426
United States

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Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.