OXENFREE FINANCIAL
Firm details
- Headquarters
- MELBOURNE, Florida
- CRD number
- 327105
- Registered since
- July 6, 2023
- Website
- oxenfreefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.05%
- Individuals42.78%
- Charitable Organizations0.1%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oxenfree Financial is an independent, SEC-registered RIA that began registration in 2023 and is organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and discretionary portfolio management aimed at individuals and small businesses. Its billing approaches include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. Oxenfree does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm lists an affiliation with accounting professionals as part of its industry network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities5%
- US Government Bonds5%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
3 of 8GARY STEER
AgentCRD 2562255
Andrew Cettina
Investment Advisor RepresentativeCRD 7939410
JAMES PHILLIPS
President & FounderCRD 5024716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$198M in ETFs
86%
$171M
13%
$26.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STRIVE 500 ETF (STRV) | Strive | Passive | Large Blend | $42.1M | 932,285 | 21.27% |
Location
MELBOURNE, FL
BREVARD
Location
MELBOURNE, FL
Headquartered in MELBOURNE, FL, in the South of the United States.
- Region
- South
- County
- BREVARD
- Address
- 1900 S Hbr City Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FLAVIN FINANCIAL SERVICES, INC.
RIAMELBOURNE, FL
MONEY MANAGEMENT CONCEPTS INC.
RIAMELBOURNE, FL
ROSSBY FINANCIAL, LLC
RIAMELBOURNE, FL
ARBOGAST FINANCIAL ADVISORS, LLC
RIAMELBOURNE, FL
VALUENGINE CAPITAL MANAGEMENT LLC
RIAMELBOURNE, FL
SOUND FINANCIAL SOLUTIONS LLC
RIAMELBOURNE, FL