OXFORD FINANCE ADVISORS, LLC
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 304433
- Registered since
- July 22, 2022
- Website
- oxfordfinance.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4JOHN PHILBRICK
President and CEOCRD 1653007
TIMOTHY LEX
President and Chief Executive OfficerCRD 2747684
JOSHUA FRIEDMAN
Chief Financial OfficerCRD 7138870
Contacts
2 of 2COLETTE FEATHERLY
SVPCRD 4430791
JOSEPH SCAVETTI
CCOCRD 2275422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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