Trustee · Oakwood Capital, Inc.
Kathryn W. King
CRD 7331809 · Named on Form ADV at one SEC-registered adviser
At a glance
Oakwood Capital, Inc., an SEC-registered wealth manager based in St. Louis Park, MN with $304 million in regulatory assets, lists Kathryn W. King on its Form ADV as Trustee, a control person.
Firms and roles
- Oakwood Capital, Inc.TrusteeWealth manager · St. Louis Park, MN · $304M in regulatory assets
AtlasMembers
Kathryn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Douglas S. KingPresident, CEO & CCO, Oakwood Capital, Inc.
- Brandon D. KingSenior Vice President, Oakwood Capital, Inc.
- Jason T. KingSenior Vice President, Oakwood Capital, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathryn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.