Oakworth Capital Bank

Oakworth aims to redefine financial services by combining high-touch client relationships with modern solutions in commercial and private banking, wealth and advisory services. Founded by financial professionals who believed there was a better way, Oakworth serves businesses, professionals and families with a blend of exceptional client service and customized financial strategies. Our associates work with clients to deliver tailored guidance and integrated strategies designed to support their financial needs throughout different stages of life and business growth. Oakworth Capital Bank has a 95% client retention rate and an industry-leading Net Promoter Score of 95 (as of year-end 2025, exclusive of Oakworth Asset Management). Disclosures: Advisory Services, including investment management and financial planning, are offered through Oakworth Asset Management LLC a registered investment advisor. Oakworth Asset Management LLC is owned by Oakworth Capital Bank, Member FDIC. Investment products and services offered via Oakworth Asset Management LLC are independent of the products and services offered by Oakworth Capital Bank, and are not FDIC insured, may lose value, have no bank guarantee, and are not insured by any federal or state government agency. Because of the ownership relationship and involvement by Oakworth Asset Management LLC associates with Oakworth Capital Bank, there exists a conflict of interest to the extent that either party recommends the services of the other. For additional information about Oakworth Asset Management LLC, including its services and fees visit advisorinfo.sec.gov.