Oxford Financial Group, Ltd

RIASEC RegisteredEst. 1984

Total AUM

$23.3B

Discretionary

$11.5B

49% of AUM

Avg account

$3.5M

Accounts

6,593

Employees

156

Advisory reps

Firm details

Headquarters: Carmel, Indiana
CRD number: 105303
Registered since: February 7, 1984
Website: ofgltd.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.38%
Pooled Investment Vehicles19.49%
Pension & Profit Sharing Plans14.21%
Corporations / Businesses4.87%
Charitable Organizations1.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Oxford Financial Group, Ltd is an independent registered investment adviser organized as an LLC and on the SEC register since 1984. The firm serves both individual and family clients as well as institutional accounts, functioning as a capital allocator that blends discretionary portfolio management, financial planning, and selection of outside advisers. Its fee models include percentage-of-AUM billing and fixed fees. Oxford reports advisory activities that span portfolio management for individuals, small businesses, pooled vehicles and institutions, along with pension consulting and selection-of-advisers services. The firm is not marketed as an active ESG investor. Industry affiliations noted include CPO/CTA and trust company relationships. Oxford has appeared on FA Magazine’s Top RIA Firms list (2020) and on CNBC’s Elite Advisors list (2026).