Ashley Tabb
Oakworth Asset Management · Birmingham, Alabama
Ashley Tabb is a fee-only financial advisor at Oakworth Asset Management in Birmingham, Alabama, who holds the CFP credential. Oakworth Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Oakworth Asset Management |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $846.3M across 746 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 4954982 |
| Exams passed | Series 66 (2005) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | oakworth.com/oakworth-asset-management/advisory-services |
How Ashley's firm compares
- Oakworth Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 746 accounts).
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Questions about Ashley
Is Ashley Tabb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Oakworth Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley's firm, Oakworth Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ashley Tabb based?
Ashley Tabb is based in Birmingham, Alabama.
What credentials does Ashley Tabb hold?
Ashley Tabb holds the CFP credential.
Is Ashley Tabb registered with the SEC?
Yes. Ashley Tabb is registered as an investment adviser representative in AL (CRD 4954982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oakworth Asset Management manage?
Oakworth Asset Management reports $846.3M across 746 accounts in assets under management.
How do I contact Ashley Tabb?
Through Ashley's website, oakworth.com/oakworth-asset-management/advisory-services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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