Robert Charles Maund
Investment adviser representative at Oakworth Asset Management, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$846.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Oakworth Asset Management, LLCJul 2025 to now
- Oakworth Capital BankMay 2025 to now
- Chilton Trust CompanyApr 2022 to May 2025
- Lakeview Capital Partners, LLCApr 2021 to Apr 2022
- Wells Fargo Advisors LLCMay 2009 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
Oakworth Asset Management, LLC
$846.3MAssets managed
565Clients
18Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2392827
- Firm CRD
- 335388