Oxenfree Financial

Overview

Oxenfree Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year 2023) and serves both individual/family and institutional clients. Its core services are financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include asset-based fees, hourly charges, and fixed fees. Oxenfree Financial does not present itself as a capital allocator and is not characterized as an ESG-focused adviser. The firm lists an industry affiliation with an accountant, which suggests access to tax or accounting coordination for client work. Its business model blends fee-for-service planning with managed-account relationships rather than operating as a multi-state RIA network or a family office.

Assets & Accounts

Public Holdings

Investments & Alternatives