Matthew Craig Satterfield
Investment adviser representative at Oakworth Asset Management, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Oakworth Asset Management, LLCJul 2025 to now
- Oakworth Capital BankMay 2024 to now
- Bank of America Private BankJul 2018 to Jun 2024
- The Vanguard Group, Inc.Jun 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
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
- 6552048
- Firm CRD
- 335388