AdvisorCensus / Financial advisors / Texas / Austin / Oakwell Private Wealth Management
Oakwell Private Wealth Management
Filed as OAKWELL PRIVATE WEALTH MANAGEMENT · Legal name Oakwell Private Wealth Management, LLC
Oakwell Private Wealth Management is an SEC-registered investment advisory firm in Austin, TX, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.
Quick answers
From the filingHow is Oakwell Private Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Oakwell Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Oakwell Private Wealth Management charge?
Its Form ADV Part 2A brochure dated March 18, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.8% a year; Above $5,000,000: 0.55% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Oakwell Private Wealth Management located?
Oakwell Private Wealth Management's principal office is in Austin, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Oakwell Private Wealth Management registered with the SEC or a state?
Oakwell Private Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 162096.
How much does Oakwell Private Wealth Management manage?
Oakwell Private Wealth Management reports $668,051,568 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary).
How have Oakwell Private Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Oakwell Private Wealth Management: Regulatory assets under management: $248,306,811 in the October 2021 data and $668,051,568 in the October 2026 data, up 169%. Total employees: 9 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Oakwell Private Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (265); high net worth individuals (147); pension and profit sharing plans (but not the plan participants or government pension plans) (21).
Which custodians does Oakwell Private Wealth Management use?
Oakwell Private Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Oakwell Private Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162096
Does Oakwell Private Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Oakwell Private Wealth Management, LLC does not impose a minimum account balance for the opening of an account with the Adviser." "There is no account minimum."
What changed in Oakwell Private Wealth Management's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $461,933,416 to $668,051,568 (+45%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,000 to $5,000,000 | 0.8% |
| Above $5,000,000 | 0.55% |
The brochure's wording
Tiered Fee Schedule AUM Fee First $0-$2,000,000 1.00% Next $2,000,000 - $5,000,000 0.80% Next $5,000,000 and up 0.55%
The fees shown above are annual fees and may be negotiable based upon certain circumstances.
Account minimum: None
The brochure's wording
Oakwell Private Wealth Management, LLC does not impose a minimum account balance for the opening of an account with the Adviser.
There is no account minimum.
As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$668,051,568 as of October 2026, filing dated March 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Oakwell Private Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 17. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $668,051,568 | 17 | March 18, 2026 |
| October 2025 | $461,933,416 | 15 | March 28, 2025 |
| October 2024 | $411,756,060 | 11 | March 26, 2024 |
| October 2023 | $311,200,508 | 10 | October 3, 2023 |
| October 2022 | $321,727,734 | 10 | March 30, 2022 |
| October 2021 | $248,306,811 | 9 | March 30, 2021 |
Regulatory assets under management: $248,306,811 in the October 2021 data and $668,051,568 in the October 2026 data, up 169%.
Total employees: 9 in October 2021 and 17 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $461,933,416 to $668,051,568 (+45%).
- December 2025
- Registered or notice-filed in MI.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Oakwell Private Wealth Management (CRD 162096): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/oakwell-private-wealth-management-austin-tx-162096