FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)
Firm details
- Headquarters
- OXFORD, Mississippi
- CRD number
- 149447
- Registered since
- May 14, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI85.66%
- Individuals7.39%
- Charitable Organizations6.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) is an independent SEC-registered RIA operating as a limited liability company under individual ownership. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional and business clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services and the selection of other advisers. The firm's documented business activity and industry affiliation includes a law firm connection. Fee arrangements are flexible and include percentages of AUM, hourly charges, fixed fees and other fee types. Fruge' Capital Advisors does not identify as an active ESG investor.
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
- Exchange Traded Equities67%
- Public Funds/Mutual Funds27%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
Contacts
2 of 2DON FRUGE
PresidentCRD 5421200
DON FRUGE
ChairmanCRD 5421238
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OXFORD, MS
LAFAYETTE
Location
OXFORD, MS
Headquartered in OXFORD, MS, in the South of the United States.
- Region
- South
- County
- LAFAYETTE
- Address
- 2086 Old Taylor Rd
- Time zone
- CT (UTC-6)
- Office locations
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