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 an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm acts as a capital allocator for both individual/family and institutional clients, offering advisory services that include financial planning, portfolio management for individuals, businesses and institutions, pension‑consulting support, selection of other advisers, and educational publications and workshops. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. Oxbow does not present itself as an active ESG investor and is not identified as a multi‑state adviser. The firm maintains affiliations across the industry, including relationships with a broker‑dealer, another investment adviser, and an insurance company. As a capital allocator, Oxbow uses third‑party managers as part of its implementation toolkit.