Overview
Assets Under Management: $250 million
Headquarters: MELBOURNE, FL
High-Net-Worth Clients: 99
Average Client Assets: $1 million
Frequently Asked Questions
OXENFREE FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327105), OXENFREE FINANCIAL is subject to fiduciary duty under federal law.
OXENFREE FINANCIAL is headquartered in MELBOURNE, FL.
OXENFREE FINANCIAL serves 99 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, OXENFREE FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
OXENFREE FINANCIAL manages $250 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, OXENFREE FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.05
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,983
Discretionary Accounts: 1,590
Non-Discretionary Accounts: 393
Regulatory Filings
CRD Number: 327105
Filing ID: 2055560
Last Filing Date: 2026-02-18 13:40:29