Oxdrawn Capital, LLC

RIASEC Registered
Total AUM
$37.2M
Discretionary
$37.2M
100% of AUM
Avg account
$5.3M
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
333855
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI98.06%
  • Individuals1.94%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Oxdrawn Capital, LLC is a privately held limited liability company that provides portfolio management services to individuals and small businesses. The firm is individually owned and operates under a fee model that combines a percentage of assets under management with hourly billing. It does not identify as an ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator to external managers. The firm's advisory focus is straightforward client-level portfolio management rather than pension consulting, related-adviser activities, or broader institutional services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, US Government Bonds 27%, Private Funds 9%64%
  • Public Funds/Mutual Funds64%
  • US Government Bonds27%
  • Private Funds9%

Owners & executives

1 of 1
  • Mark Pyatt

    Mark Pyatt

    Chief Compliance OfficerCRD 5107097

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth