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We help build, manage, preserve and transition wealth

Our Offices

Minneapolis, MN:
600 Highway 169 S, Suite 1410
Minneapolis, MN 55426

Fort Myers, Florida:
12995 S. Cleveland Ave, Ste 160
Fort Myers, FL 33901

Naples, Florida:
1415 Panther Lane, Suite 498
Naples, FL 34109

Contact Us

Email: info@oakwoodca.com
Phone:
MN (612) 439-8400
FL (239) 350-0211
Fax: (239) 288-0520

Get in Touch

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Financial Planning and Advisory Services are offered through Oakwood Capital, Inc., (OC) an SEC registered investment adviser firm. Brokerage services are offered by Oakwood Capital Securities, Inc. (OCS), a registered broker-dealer. Investment brokerage services are offered by Oakwood Capital Securities, Inc., (OCS), and independence broker-dealer with its principal place of business in the state of Minnesota. OC and OCS may only transact business in those states in which they are properly registered. For information pertaining to the registration status, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov) or FINRA's BrokerCheck website (https://brokercheck.finra.org/). 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 Advisors, LLC serves clients nationwide and has its offices in Fort Myers and Naples, FL, and Minneapolis, MN 239-350-0245, info@oakwoodca.com.

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