FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)

RIASEC RegisteredEst. 2026
Total AUM
$141M
Discretionary
$140M
99% of AUM
Avg account
$1.1M
Accounts
128
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 27%, State & Local Bonds 4%, Cash & Cash Equivalents 2%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds27%
  • State & Local Bonds4%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • DON FRUGE

    PresidentCRD 5421200

  • DON FRUGE

    ChairmanCRD 5421238

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth