OAKWOOD CAPITAL, INC.

CRD 112399File 801-120259

APPROVED

Retail clients

Disclosure events

Filing as of May 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$304.2M

Below cohort median (national)

Discretionary AUM

$86.7M

Non-discretionary $217.5M

Clients

611

1,051 accounts

Employees

Below cohort median in MN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Feb 4, 2021
Principal office: 600 HIGHWAY 169 SOUTH, SUITE 1410, ST. LOUIS PARK, MN, 55426
Phone: 952-935-4601
Website: HTTP://WWW.OAKWOODCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $304.2M
Discretionary AUM: $86.7M
Non-discretionary AUM: $217.5M
Discretionary accounts: 400
Non-discretionary accounts: 651
Total accounts: 1,051
AUM per client: $498K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	3	$5.6M
High net worth individuals	181	$121.4M
Individuals (other than high net worth individuals)	427	$141.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — SOLICITOR FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	616	611
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.