OXFORD FINANCE ADVISORS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$602M
Accounts
4
Employees
84
Advisory reps
6

Firm details

Headquarters
ALEXANDRIA, Virginia
CRD number
304433
Registered since
July 22, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles91.66%
  • Other8.34%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oxford Finance Advisors, LLC is structured as a hedge fund manager that focuses on institutional clients and pooled investment vehicles. The firm is SEC-registered (since 2022) and operates as a limited liability company owned by domestic entities and individuals. Its advisory work centers on portfolio management for pooled vehicles, and the firm serves a very small number of large institutional relationships rather than broad retail channels. Investment behavior emphasizes equity exposure delivered through exchange-traded instruments and separately managed accounts, alongside active management in private and alternative strategies. The firm charges a mix of percentage-of-AUM and performance-based fees, which aligns with its role as manager and sponsor of pooled funds. Oxford Finance Advisors is not an active ESG investor per its filings and reports itself as not a multi-state adviser, despite a multi-state office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • JOHN PHILBRICK

    President and CEOCRD 1653007

  • TIMOTHY LEX

    President and Chief Executive OfficerCRD 2747684

  • JOSHUA FRIEDMAN

    Chief Financial OfficerCRD 7138870

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Contacts

2 of 2
  • COLETTE FEATHERLY

    SVPCRD 4430791

  • JOSEPH SCAVETTI

    CCOCRD 2275422

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ALEXANDRIA, VA

ALEXANDRIA CITY

Location

ALEXANDRIA, VA

Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ALEXANDRIA CITY
Address
115 S Union St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth