Brentwood, TN Office

Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. The firm manages client assets across mutual funds, ETFs, individual debt and equity securities, alternative investments and through selected Independent Managers.

The firm describes a top‑down, macro‑driven investment process that begins with an economic forecast and proceeds through broad asset allocation, sector tilts and security‑ or fund‑level selection. Oakworth also recommends and places suitable clients into privately placed collective investment vehicles and private securities, and it performs ongoing due diligence while acknowledging the discretionary authority of those vehicle managers.

Oakworth is a wholly owned subsidiary of Oakworth Capital Bank and operates under common control with its affiliated bank and trust entity; the brochure discloses use of the bank for FDIC‑insured cash sweep services and other banking products and sets out a governance process and independent benchmark for sweep rates to address related conflicts. The firm also discloses that certain representatives are compensated by the bank and describes independent internal control reporting, surprise custodial examinations and other controls where affiliate custody or services are used.