Oakworth Capital Bank

Oakworth aims to redefine financial services by combining high-touch client relationships with modern solutions in commercial & private banking, wealth & advisory services. We serve businesses, professionals and families with exceptional client service and customized strategies designed to support financial needs across different stages of life and business growth. Oakworth Capital Bank has a 95% client retention rate and industry-leading Net Promoter Score of 95 (as of year-end 2025, exclusive of Oakworth Asset Management). Advisory Services are offered through Oakworth Asset Management LLC, a registered investment advisor and affiliate of Oakworth Capital Bank, Member FDIC. Investment products are not FDIC insured, may lose value, have no bank guarantee, and are not government insured. Because of the relationship by Oakworth Asset Management LLC associates with Oakworth Capital Bank, there may exist a conflict of interest. For additional information, visit advisorinfo.sec.gov.