Oxford Wealth Group, LLC
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 319561
- Registered since
- April 22, 2022
- Website
- oxfordadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.51%
- HNWI39.48%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Oxford Wealth Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. It bills clients through AUM-based fees and fixed fees. Oxford identifies as a capital allocator and serves both individual/family and institutional clients. The firm is not an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds50%
- Investment Grade Corp Bonds19%
- Exchange Traded Equities18%
- Cash & Cash Equivalents13%
Contacts
3 of 10
Skylar Kunau
ParaplannerCRD 7902739
Roseann Higgins
Registered RepresentativeCRD 2300684
Trent Rogy
Financial PlannerCRD 7326411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$239M in ETFs
86%
$206M
7%
$33.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P MIDCAP MOMENTUM ETF (XMMO) | Invesco | Passive | Mid Cap Blend | $23.5M | 138,113 | 9.83% |
Location
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 111 N Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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