OAKWORTH CAPITAL, INC.

Profile

Company Names

OAKWORTH CAPITAL, INC.

Addresses

850 SHADES CREEK PARKWAY, BIRMINGHAM, AL 35209

2100A SOUTHBRIDGE PARKWAY, STE 445, BIRMINGHAM, AL 35209

Phone Numbers

205-263-4700

 

Entity Type:

CORPORATION

Industry:

COMMERCIAL BANKING

Year Incorporated:

2013

State Incorporated:

ALABAMA

Total Amount Raised:

$38,960,574.00

Number of Funding Rounds:

4
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
4
2026-06-15 
$3,273,774.00 
$19,999,980.00 
$16,726,206.00 
Equity 
3
2022-08-19 
$35,000,000.00 
$35,000,000.00 
$0.00 
Debt 
2
2021-02-15 
$474,800.00 
$474,800.00 
$0.00 
Equity 
1
2016-01-22 
$212,000.00 
$5,000,000.00 
$4,788,000.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
EDWARD 
LYLE 
CAIN, JR. 
DIRECTOR
OAKWORTH CAPITAL, INC.
LYLE 
 
CAIN, JR. 
DIRECTOR
OAKWORTH CAPITAL, INC.
LYLE 
T 
CAIN, JR. 
DIRECTOR
OAKWORTH CAPITAL, INC.
DAVID 
M 
DRISCOLL 
EXECUTIVE OFFICER
OAKWORTH CAPITAL, INC.
DAVID 
MOORE 
DRISCOLL 
EXECUTIVE OFFICER
OAKWORTH CAPITAL, INC.
REBEKAH 
 
ELGIN-COUNCIL 
DIRECTOR
OAKWORTH CAPITAL, INC.
REBEKAH 
T 
ELGIN-COUNCIL 
DIRECTOR
OAKWORTH CAPITAL, INC.
EDWARD 
M 
HOLT 
DIRECTOR
OAKWORTH CAPITAL, INC.
RICHARD 
D 
HORSLEY 
DIRECTOR
OAKWORTH CAPITAL, INC.
RICHARD 
DAVID 
HORSLEY 
DIRECTOR
OAKWORTH CAPITAL, INC.
JENIFER 
G 
KIMBROUGH 
EXECUTIVE OFFICER
OAKWORTH CAPITAL, INC.
JENIFER 
GOFORTH 
KIMBROUGH 
EXECUTIVE OFFICER
OAKWORTH CAPITAL, INC.
JOHN 
RANSEY 
MCPHERSON 
DIRECTOR
OAKWORTH CAPITAL, INC.
MATTHEW 
G 
MEAD 
DIRECTOR
CCM INCOME FUND, LP   |  CCM MLP FUND, LP   |  OAKWORTH CAPITAL, INC.
MATTHEW 
GREGORY 
MEAD 
DIRECTOR
OAKWORTH CAPITAL, INC.
WILLIAM 
 
MORTON 
DIRECTOR
IPLASTICS, LLC   |  PHONONIC DEVICES, INC.   |  CIRCLES DOT WORLD, INC.   |  OAKWORTH CAPITAL, INC.   |  EASTFIELD RESOURCES LTD /FI   |  STAR COPPER CORP.
WILLIAM 
T 
MORTON 
DIRECTOR
OAKWORTH CAPITAL, INC.
WILLIAM 
BARRY 
MORTON, JR. 
DIRECTOR
OAKWORTH CAPITAL, INC.
SAMFORD 
T 
MYERS 
DIRECTOR
OAKWORTH CAPITAL, INC.
JOHN 
B 
NORRIS, IV 
EXECUTIVE OFFICER
OAKWORTH CAPITAL, INC.
JOHN 
B 
NORRIS, V 
EXECUTIVE OFFICER
OAKWORTH CAPITAL, INC.
JOHN 
BYRD 
NORRIS, V 
EXECUTIVE OFFICER
OAKWORTH CAPITAL, INC.
ROBERT 
A 
REED 
DIRECTOR
CELSION CORP   |  OAKWORTH CAPITAL, INC.
ROBERT 
ANDREW 
REED 
DIRECTOR
OAKWORTH CAPITAL, INC.
SCOTT 
B 
REED 
EXECUTIVE OFFICER, DIRECTOR
OAKWORTH CAPITAL, INC.
SCOTT 
BRINSON 
REED 
EXECUTIVE OFFICER, DIRECTOR
OAKWORTH CAPITAL, INC.
SAM 
A 
SCALICI 
EXECUTIVE OFFICER, DIRECTOR
OAKWORTH CAPITAL, INC.
SAM 
A 
SCALICI, JR. 
EXECUTIVE OFFICER, DIRECTOR
OAKWORTH CAPITAL, INC.
SAM 
ANTHONY 
SCALICI, JR. 
EXECUTIVE OFFICER, DIRECTOR
OAKWORTH CAPITAL, INC.
SANJAY 
 
SINGH 
DIRECTOR
GLOBALLOGIC INC   |  HCENTIVE, INC.   |  OAKWORTH CAPITAL, INC.   |  MACE SECURITY INTERNATIONAL INC   |  RESBIOTIC NUTRITION, INC.   |  OMEGA VENTURES HOLDINGS II LLC
SANJAY 
T 
SINGH 
DIRECTOR
OAKWORTH CAPITAL, INC.
LUTHER 
J 
STRANGE, III 
DIRECTOR
OAKWORTH CAPITAL, INC.
LUTHER 
JOHNSON 
STRANGE, III 
DIRECTOR
OAKWORTH CAPITAL, INC.
SAMUEL 
E 
UPCHURCH, JR. 
DIRECTOR
OAKWORTH CAPITAL, INC.
SAMUEL 
EARL 
UPCHURCH, JR. 
DIRECTOR
OAKWORTH CAPITAL, INC.
FOREST 
W 
WHATLEY 
EXECUTIVE OFFICER, DIRECTOR
OAKWORTH CAPITAL, INC.
FOREST 
W 
WHATLEY, JR. 
EXECUTIVE OFFICER, DIRECTOR
OAKWORTH CAPITAL, INC.
FOREST 
WOODS 
WHATLEY, JR. 
EXECUTIVE OFFICER, DIRECTOR
OAKWORTH CAPITAL, INC.
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2026-06-23
D
Link
COMMERCIAL BANKING 
 
DECLINE TO DISCLOSE 
Equity 
2026-06-15 
2022-08-25
D
Link
COMMERCIAL BANKING 
 
DECLINE TO DISCLOSE 
Debt 
2022-08-19 
2021-03-01
D
Link
COMMERCIAL BANKING 
 
DECLINE TO DISCLOSE 
Equity 
2021-02-15 
2016-01-27
D
Link
COMMERCIAL BANKING 
 
$5,000,001 - $25,000,000 
Equity 
2016-01-22 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
NONE
NONE
KEEFE, BRUYETTE + WOODS, INC.
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