Oakworth Asset Management, LLC (“OAM”) is a registered investment adviser that is owned by Oakworth Capital Bank Inc. (“OCB,” or together with OAM, “Oakworth”), Member FDIC. This piece describes the services of both OAM and OCB, but please note that they are two separate entities that provide different services. All investment adviser services including investment management and financial planning are provided by OAM. Because of the ownership relationship and possible involvement by OAM associates with OCB, there exists a conflict of interest to the extent that either party (OAM or OCB) recommends the services of the other. For additional information about OAM, including its services and fees, send for the firm’s disclosure brochure using the contact information contained herein or visit advisorinfo.sec.gov.
OCB and OAM Relationship Disclosure
Find an Oakworth office near you.
Birmingham Office
850 Shades Creek Parkway
Birmingham, Alabama 35209
Phone: (205) 263-4700
How Can We Help You Succeed?
Helping you succeed begins with a deeper understanding of your financial picture. At Oakworth®, your advisor will guide you through our 4-step process to help you achieve your financial goals with a customized solution.
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ABOUT THIRD PARTY LINKS ON OUR SITE
Oakworth Capital Bank offers links to other third party websites that may be of interest to our website visitors. The links provided in our website are provided solely for your convenience and may assist you in locating other useful information on the Internet. When you click on these links you will leave the website and will be redirected to another site. These sites are not under the control of Oakworth Capital Bank.
Oakworth Capital Bank is not responsible for the content of linked third party websites. We are not an agent for these third parties nor do we endorse or guarantee their products or content. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information.
Also, please be aware that the security and privacy policies on these sites may be different than Oakworth Capital Bank’s policies, so please read third party privacy and security policies closely. If you have any questions or concerns about the products and services offered on linked third party websites, please contact the third party directly.
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