David Patrick Mcgrath
Investment adviser representative at Oakworth Asset Management, LLC
27 yearsExperience
2 statesRegistered in
CFADesignation
$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
27 years in the industry.
- Oakworth Asset Management, LLCJul 2025 to now
- Oakworth Capital BankApr 2018 to now
- Regions BankJun 1999 to Apr 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (AL, TN).
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
- 2653768
- Firm CRD
- 335388