Our Heritage

Founded in 2008, Oakworth Capital Bank is built upon the principals of quality of service, fitness of approach, and soundness of thought. These principles are grounded in the collective experience of our financial professionals who share the same vision to provide the highest quality, comprehensive advice and service to our clients. The result is an institution that is focused on the client, rewarding to associates, and profitable for shareholders. Our executive team, board of directors and associates have made a long term commitment to our clients. The Oakworth approach is a multigenerational process which encourages long term principal preservation and value creation consistent with client values.

Quality of Service
Quality service begins with outstanding people. The Oakworth approach ensures that our professionals will have the appropriate time to devote to each and every client. Our clients will have direct access to a primary client advisor who will direct a multidisciplinary team of associates that represents the relevant financial disciplines. The resulting client experience is highly professional advice delivered in a very proactive and responsive manner.

Fitness of Approach
Our target clients have achieved significant financial success and have unique financial goals and objectives. Contrary to most large financial services companies, Oakworth is organized around the client. Simply said, we deliver tailored advice and solutions. Each client will benefit from products and services that are designed distinctively for their situation. The result is a highly specialized suite of services for each of our clients.

Soundness of Thought
There is no substitute for experience in financial services. Our highly experienced team of professionals has years of experience in their respective disciplines. We understand the importance of providing objective analysis and recommendations based upon the client's specific situation. The result is well reasoned advice about financial strategies that support our clients overall financial objectives.