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, individual-owned registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and portfolio management specifically for individuals and small businesses. Its fee model includes asset-based fees, hourly charges and fixed fees. 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 relationships.
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 8
Gary 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
$210M in ETFs
65%
$135M
13%
$74.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STRIVE 500 ETF (STXF) | Strive | $45.5M | 941,766 | 21.70% |
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
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