David McGrath
Oakworth Asset Management · Charlotte, North Carolina
David McGrath is a fee-only financial advisor at Oakworth Asset Management in Charlotte, North Carolina, who holds the CFA 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 | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $846.3M across 746 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AL, TN · CRD 2653768 |
| Exams passed | Series 63 (1995) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | oakworth.com/oakworth-asset-management/advisory-services |
How David'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 David
Is David McGrath a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David's firm, Oakworth Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David McGrath based?
David McGrath is based in Charlotte, North Carolina.
What credentials does David McGrath hold?
David McGrath holds the CFA credential.
Is David McGrath registered with the SEC?
Yes. David McGrath is registered as an investment adviser representative in AL and TN (CRD 2653768), 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 David McGrath?
Through David'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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