OXFORD MARTIN, LLC

Overview

Oxford Martin, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, with fee arrangements that include a percentage of assets under management, hourly charges and fixed-fee engagements. Investment activity shows a clear tilt toward publicly traded equities and exchange-traded products, and the firm manages client portfolios on a discretionary basis. Oxford Martin does not position itself as an ESG specialist and is not registered as a multi-state adviser. It is not structured as a capital allocator; instead it uses third-party managers where appropriate. The client base is primarily individual and family households, and the firm’s advisory work centers on aligning portfolios to client goals through active equity allocation supplemented by mutual funds and select alternative exposures.

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Public Holdings

Investments & Alternatives

Location & Offices