David McGrath has been an investment adviser representative at Oakworth Asset Management since July 2025, and is not listed among the firm’s executive officers or direct owners. David McGrath holds a Bachelor of Arts in Finance from the University of Memphis and a Master of Business Administration in Finance from Bryant University.
Oakworth Asset Management, LLC is a Birmingham, AL firm with $846M under management, 565 clients and 19 advisers across 4 offices, as of its March 2026 filing.
David P. McGrath is Managing Director, Chief Equity Strategist at Oakworth, based in Mobile. He is responsible for developing and managing wealth management relationships in South Alabama for Oakworth Capital Bank and is a member of Oakworth Capital's Investment Strategy Committee. Before joining Oakworth Capital he spent 19 years at Regions Bank in various capacities, including management of three proprietary mutual funds.
David McGrath’s longest registration was 13 years at Regions Investment Management, Inc. (2002–2016). Before joining Oakworth Asset Management in 2025, David McGrath was registered through Regions Investment Management, Inc.
- Regions Investment Management, Inc.– · 13 yearsMobile, AL · Adviser representative · Firm CRD 111715
Professional designations
Listed by Oakworth Asset Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
David McGrath is registered as an investment adviser representative in 2 states. Each was approved in July 2025.
- AlabamaSince 3 July 2025
- TennesseeSince 3 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 1995 |
| Series 7 | General Securities Representative Examination | 19 September 1995 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Patrick McGrath
- CRD
- 2653768
- Firm
- Oakworth Asset Management · CRD 335388
- Registration
- Investment adviser registration
- In the industry since
- March 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oakworth.com
Where does David McGrath work?
David McGrath is an investment adviser representative registered through Oakworth Asset Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is David McGrath a financial advisor?
Yes. David McGrath has a current investment-adviser registration in Alabama and Tennessee, through Oakworth Asset Management since July 2025.
How many years of experience does David McGrath have?
David McGrath has 14 years in the financial industry, since March 2012, across 2 adviser firms.
What exams has David McGrath passed?
David McGrath has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in September 1995.
Where did David McGrath work before Oakworth Asset Management?
Before Oakworth Asset Management, David McGrath was registered through Regions Investment Management, Inc., November 2002 to February 2016.
Is David McGrath registered with FINRA?
No. David McGrath has no current broker registration.
Is David McGrath a CFA charterholder?
Oakworth Asset Management lists David McGrath with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify David McGrath’s record?
Search CRD 2653768 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David McGrath’s full registration record.
