Oxford Capital

RIASEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$44.4K
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
West Lafayette, Indiana
CRD number
333156
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Oxford Capital operates as a small, independently owned registered investment adviser organized as a limited liability company. The firm focuses on discretionary portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. Oxford Capital does not identify as an ESG investor, is not characterized as a capital allocator or pension consultant, and is not listed as a multi-state advisor in the available snapshot. SEC registration year is not reported in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Contacts

1 of 1
  • Daniel Phelps

    Daniel Phelps

    Investment Adviser RepresentativeCRD 5033909

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Lafayette, IN

Tippecanoe

Location

West Lafayette, IN

Headquartered in West Lafayette, IN, anchoring the Lafayette-West Lafayette-Frankfort, IN metro in the Midwest.

Metro area
Lafayette-West Lafayette-Frankfort, IN
Region
Midwest
County
Tippecanoe
Address
1282 Win Hentschel Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth