Brandon Douglas King
Investment adviser representative at Oakwood Capital, Inc.
10 yearsExperience
4 statesRegistered in
$304.2MFirm assets
5 yearsFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Oakwood Capital Accounting & Tax Advisors, LLCNov 2023 to now
- Oakwood Capital, Inc.Mar 2021 to now
- Oakwood Capital Advisors, LLCAug 2020 to now
- Oakwood Capital Securities, Inc.Aug 2020 to now
- Allianz Life Finacial Services LLCSep 2016 to Aug 2020
- Allianz Life Insurance Company of North AmericaSep 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 4 states (CO, IA, MN, WI).
Oakwood Capital, Inc.
$304.2MAssets managed
616Clients
22Advisers
5 yearsIn 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
- 6371003
- Firm CRD
- 112399