Ashley Summers Tabb

Employer firm

Oakworth Asset Management, LLC CRD 335388

$846M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 01/2025
  1919 Investment Counsel, Llc
  Birmingham, AL
• 03/2025 → Present
  Oakworth Capital Bank
  Birmingham, AL
• 07/2025 → Present
  Oakworth Asset Management, Llc
  Birmingham, AL

Previous Registrations

• 2015-09-17 → 2025-07-28
  1919 Investment Counsel, Llc
  Birmingham, AL
• 2012-02-03 → 2015-09-02
  Intl Advisory Consultants Inc.
  Birmingham, AL
• 2010-05-21 → 2011-11-07
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Birmingham, AL
• 2007-03-21 → 2010-05-04
  Morgan Keegan & Company, Llc
  Birmingham, AL
  Memphis, TN
• 2005-11-02 → 2007-03-15
  Amsouth Investment Management Company Llc
  Memphis, TN

Other Businesses

Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Wealth Client Advisor; 03/2025; 160 hours/month, 160 hours/month during securities trading hours; Wealth Client Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-18

Designations

• Certified Financial Planner