OXBOW ADVISORS, LLC

RIASEC RegisteredEst. 2011

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$1.4M

Accounts

1,782

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 156393
Registered since: June 6, 2011
Website: oxbowadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.55%
Corporations / Businesses16.05%
Individuals10.37%
Charitable Organizations2.18%
Pension & Profit Sharing Plans0.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Oxbow Advisors, LLC is a privately held limited liability company that has been SEC-registered since 2011 and positions itself as a capital allocator for both individual & family clients and institutional mandates. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and client education through publications and workshops. Oxbow is not identified as an active ESG investor and is not registered as a multi-state adviser.