Oakwood Capital Partners

Financial Services • 12995 S Cleveland Ave, Ste 160, United States • 1-10 Employees

Company overview

Headquarters	12995 S Cleveland Ave, Ste 160, Fort Myers, Florida 33907, US
Website	oakwoodcp.com
NAICS	52
Keywords	Bookkeeping, Wealth Management, Asset Management, Accounting Services, Financial Planning, Tax Planning & Preparation, Estate Planning, Irs Resolution, Business Payroll
Founded	2020
Employees	1-10

Key Contact at Oakwood Capital Partners

Katy King

Co-Founder

About Oakwood Capital Partners

Oakwood Capital is committed to empowering individuals, families, and businesses with tailored financial solutions that meet their unique goals. As a “Family Office” for our clients, we offer comprehensive financial planning, investment management, tax strategies & preparation, and insurance services designed to support every facet of their financial lives. For small to mid-sized businesses, we serve as a “Virtual CFO,” delivering expert guidance in accounting, tax preparation, IRS audit, payroll, business formation, qualified retirement plans, financial reporting, and cash flow management. Our approach is holistic and client-centered. We engage in meaningful conversations to understand our client’s aspirations and develop a financial roadmap aligned with their personal and financial objectives. With decades of combined experience, our team brings a wealth of knowledge to each partnership, guiding clients toward financial security and lasting peace of mind. At Oakwood Capital, we are not just advisors; we are partners on your journey, committed to providing stability and confidence for your family and business.

Oakwood Capital Partners revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Oakwood Capital Partners has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Oakwood Capital Partners has never raised funding before.

Frequently asked questions

Oakwood Capital Partners is located in 12995 S Cleveland Ave, Ste 160, US.

Oakwood Capital Partners was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Oakwood Capital Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Oakwood Capital Partners

Katy King

Co-Founder

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