William Alexander

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

• 04/2022 → 06/2024
  Stifel
  Birmingham, AL
• 07/2021 → 01/2022
  C Cross Logistics
  Tuscaloosa, AL
• 08/2017 → 05/2021
  University Of Alabama
  Tuscaloosa, AL
• 05/2017 → 08/2018
  Old Overton Country Club
  Birmingham, AL
• 08/2015 → 05/2017
  Mountain Brook High School
  Mountain Brook, AL
• 12/2021 → 04/2022
  Unemployed
  Birmingham, AL
• 06/2024 → Present
  Oakworth Capital Bank
  Birmingham, AL
• 07/2025 → Present
  Oakworth Asset Management, Llc
  Birmingham, AL

Previous Registrations

• 2023-10-23 → 2024-05-29
  Stifel, Nicolaus & Company, Incorporated
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Cole Alexander