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Tyler Cofield Busby

Investment adviser representative at Oakworth Asset Management, LLC
12 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

12 years in the industry.

  1. Oakworth Asset Management, LLCJul 2025 to now
  2. Oakworth Capital BankNov 2023 to now
  3. Concourse Financial Group Securities IncJun 2021 to Nov 2023
  4. Proequities, Inc.Jun 2014 to Jun 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (AL).

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
6204010
Firm CRD
335388
Advisor's SEC record (opens in a new tab)
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