Oxford Martin, LLC
Firm details
- Headquarters
- Wakefield, Massachusetts
- CRD number
- 316388
- Website
- www.oxfordmartin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.05%
- HNWI39.95%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oxford Martin, LLC is an independent registered investment adviser organized as an LLC and state-registered in Massachusetts. The firm targets individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM arrangements with hourly and fixed-fee engagements, reflecting a hybrid advisory model that can accommodate both ongoing portfolio oversight and project-based planning work. Oxford Martin is not identified as an active ESG investor.
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
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds36%
- Investment Grade Corp Bonds14%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Eric Martin
President, Chief Compliance OfficerCRD 7315457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wakefield, MA
Middlesex
Location
Wakefield, MA
Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 301 Edgewater Pl
- Time zone
- ET (UTC-5)
- Office locations
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