Overview
Assets Under Management: $236 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
OXFORD WEALTH GROUP, LLC 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 #319561), OXFORD WEALTH GROUP, LLC is subject to fiduciary duty under federal law.
OXFORD WEALTH GROUP, LLC is headquartered in ORLANDO, FL.
OXFORD WEALTH GROUP, LLC serves 60 high-net-worth clients according to their SEC filing dated May 29, 2025. View client details ↓
According to their SEC Form ADV, OXFORD WEALTH GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
OXFORD WEALTH GROUP, LLC manages $236 million in client assets according to their SEC filing dated May 29, 2025.
According to their SEC Form ADV, OXFORD WEALTH GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,456
Discretionary Accounts: 1,456
Regulatory Filings
CRD Number: 319561
Filing ID: 1993562
Last Filing Date: 2025-05-29 09:17:00
Website: https://dinsmorecomplianceservices.com