Ryan Matthew Bernal

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

• 08/2022 → Present
  Oakworth Capital Bank
  Birmingham, AL
• 07/2025 → Present
  Oakworth Asset Management, Llc
  Birmingham, AL
• 06/2015 → 05/2022
  Education
  Tuscaloosa, AL

Other Businesses

Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Investment Analyst; 08/2022; 160 hours/month, 160 hours/month during securities trading hours; Investment Analyst.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-27