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Regulatory Disclosure

Oakwood Advisory Group, LLC is a registered investment advisory firm with the Texas State Securities Board in the State of Texas only. Oakwood Advisory Group, LLC does not render or offer to render personalized investment advice or financial planning advice through this web site. This site is limited to providing you with general information on our services and philosophy and provides a way for you to contact our firm.

Oakwood Advisory Group, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services by Oakwood Advisory Group, LLC in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter. Oakwood Advisory Group, LLC expressly disclaims all liability in respect to actions taken based on any or all of the information on this website.

Performance Disclosures. Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.  No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.

Disclaimer of Warranty and Limitation of Liability

The information on this site is provided “AS IS”. Oakwood Advisory Group, LLC does not warrant the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. Oakwood Advisory Group, LLC will not be responsible for any loss or damage that could result from interception by third parties of any information made available to you via this site. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, Oakwood Advisory Group, LLC cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.

Copyright or Other Notices

If you download any information or software from this site, you agree that you will not copy it or remove or obscure any copyright or other notices or legends contained in any such information.

Use of Links

Should the viewer leave this site via a link contained herein, and view content that is not provided by Oakwood Advisory Group, LLC, the viewer does so at its own risk. The content to which you link will not have been developed, checked for accuracy, or otherwise reviewed by Oakwood Advisory Group, LLC. Oakwood Advisory Group, LLC is not responsible for damages or losses caused by any delays, defects or omissions that may exist in the services, information or other content provided in such site, whether actual, alleged, consequential or punitive. Oakwood Advisory Group, LLC makes no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party, including, without limitation, the accuracy, subject matter, quality or timeliness of any electronic content.

All investments have risks so be sure to read all material provided before investing in ANY security or security related product or service.