Christopher Cooper

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

• 12/2018 → 08/2021
  Regions Bank
  Birmingham, AL
• 08/2021 → 09/2023
  Protective Life Insurance
  Birmingham, AL
• 09/2023 → Present
  Oakworth Capital Bank
  Birmingham, AL
• 07/2025 → Present
  Oakworth Asset Management, Llc
  Birmingham, AL
• 08/2014 → 05/2018
  Samford University
  Homewood, AL
• 08/2018 → 11/2018
  Sa Stone Wealth Management Inc
  Birmingham, AL

Other Businesses

Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Portfolio Manager; 09/2023; 160 hours/month, 160 hours/month during securities trading hours; Portfolio Manager.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-30