Oakworth Asset Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

335388

SEC number

801-132789

Firm type

RIA

Assets under management

$846.3M as of Mar 27, 2026

Website

oakworth.com/oakworth-asset-management/advisory-services ↗

Phone

205-263-4700

Address

850 Shades Creek Parkway, Birmingham, AL, 35209

Advisors at this firm

21 in our index · page 1 of 1

• Barron Belvin AkinsCRD 6343095 · Charlotte, NC
  IA RegisteredRegistration inactive
• William AlexanderCRD 7536647 · Birmingham, AL
  IA RegisteredRegistration inactive
• Lee Kirkland BanksCRD 4878413 · Mobile, AL
  IA Registered
• Janet BallCRD 8121664 · Birmingham, AL
  IA Registered
• Ryan Matthew BernalCRD 8121684 · Birmingham, AL
  IA Registered
• Cooper Lee BrownCRD 7862089 · Charlotte, NC
  IA RegisteredRegistration inactive
• Tyler Cofield BusbyCRD 6204010 · Birmingham, AL
  IA RegisteredRegistration inactive
• Samuel Reed ClementCRD 8121197 · Birmingham, AL
  IA Registered
• Christopher CooperCRD 6919383 · Birmingham, AL
  IA Registered
• William Mcdowell FrasierCRD 4882318 · Birmingham, AL
  IA RegisteredRegistration inactive
• Tracy Hope HarlowCRD 2629945 · Birmingham, AL
  IA RegisteredRegistration inactive
• John Thomas HensleyCRD 8124743 · Mobile, AL
  IA Registered
• Robert Charles MaundCRD 2392827 · Charlotte, NC
  IA Registered
• David Patrick McgrathCRD 2653768 · Mobile, AL
  IA Registered
• Ryan NevinCRD 7952507 · Brentwood, TN
  IA RegisteredRegistration inactive
• John Byrd NorrisCRD 2753475 · Birmingham, AL
  IA Registered
• Scott RobinsonCRD 6624413 · Brentwood, TN
  IA RegisteredRegistration inactive
• Matthew Craig SatterfieldCRD 6552048 · Birmingham, AL
  IA RegisteredRegistration inactive
• Ashley Summers TabbCRD 4954982 · Birmingham, AL
  IA Registered
• Sara Jean Mildred VeatchCRD 5408258 · Charlotte, NC
  IA RegisteredRegistration inactive
• Kara Morgan WingardCRD 8279736 · Birmingham, AL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.