Oakwood Capital Management LLC
Legal Name: OAKWOOD CAPITAL MANAGEMENT LLC
Full Contact Details
Oakwood Capital Management LLC
12121 WILSHIRE BLVD., SUITE 1250, LOS ANGELES, CA
310-772-2600
310-772-2601
Other Info
Oakwood Capital Management LLC is legally known as OAKWOOD CAPITAL MANAGEMENT LLC. It is a CA Limited Liability Company. This firm has 14 employees, of which 12 are employees in advisory roles. It serves 120 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 19, 1998.
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Direct Owners
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BRUCE ANSEL MANDEL
CEO/PRESIDENT owns less than 5%
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MAMARIL FAMILY TRUST
OWNER owns more than 10% but less than 25%
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MANDEL LIVING TRUST
OWNER owns more than 25% but less than 50%
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NICANOR MABUNGA MAMARIL
EVP/CFO/COO/CHIEF COMPLIANCE OFFICER owns less than 5%
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THE ROLEY FAMILY TRUST
OWNER owns more than 25% but less than 50%
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THOMAS LEE ROLEY
PASSIVE INVESTOR owns less than 5%
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TOM W. DOXEY & BARBARA A. DOXEY FAMILY TRUST
OWNER owns more than 10% but less than 25%
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TOM WATSON DOXEY
EVP/PRIVATE CLIENT WEALTH MANAGEMENT owns less than 5%