Barron Belvin Akins
Investment adviser representative at Oakworth Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$846.3MFirm assets
1 yearFirm in business
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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.
- Oakworth Asset Management, LLCJan 2026 to now
- Oakworth Capital BankJan 2026 to now
- JPMorgan Chase Bank, NAJun 2024 to Dec 2025
- Truist Wealth Journey Room and Protfolio ArtichectureSep 2022 to May 2024
- Bank of America, N.A.Feb 2015 to Sep 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2014 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 6343095
- Firm CRD
- 335388