Overview
Assets Under Management: $140 million
Headquarters: RICHM0ND, VA
High-Net-Worth Clients: 23
Average Client Assets: $6 million
Frequently Asked Questions
OXFORD CAPITAL MANAGEMENT, INC. 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 #118359), OXFORD CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
OXFORD CAPITAL MANAGEMENT, INC. is headquartered in RICHM0ND, VA.
OXFORD CAPITAL MANAGEMENT, INC. serves 23 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, OXFORD CAPITAL MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
OXFORD CAPITAL MANAGEMENT, INC. manages $140 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, OXFORD CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.07
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 28
Discretionary Accounts: 28
Regulatory Filings
CRD Number: 118359
Last Filing Date: 2025-02-27 00:00:00
Website: https://gmail.com