Oxford Capital
Firm details
- Headquarters
- West Lafayette, Indiana
- CRD number
- 333156
- Website
- oxfordcapitalmanagement.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Daniel Phelps
Investment Adviser RepresentativeCRD 5033909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Banker Investment Group
RIAWest Lafayette, IN
Lifelong Investsments
RIAWest Lafayette, IN
Potts, Hannah & Fischer Wealth Management Group, LLC
RIAIndianapolis, IN
Best Case Financial
RIAGreencastle, IN
Kinder Financial Services
RIANashville, IN
RIM Group
RIAIndianapolis, IN