Oxbow Advisors, LLC

RIASEC RegisteredEst. 2011

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$1.4M

Accounts

1,782

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 156393
Registered since: June 6, 2011
Website: oxbowadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.55%
Corporations / Businesses16.05%
Individuals10.37%
Charitable Organizations2.18%
Pension & Profit Sharing Plans0.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Oxbow Advisors, LLC is an independent, SEC-registered registered investment adviser that began filing in 2011 and operates as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, combining discretionary portfolio management with financial planning, pension consulting and the selection of third‑party managers. Its billing arrangements include percentage‑of‑AUM fees alongside hourly and fixed‑fee engagements. Oxbow also produces periodicals and runs educational seminars and workshops. The firm does not identify as an active ESG investor. Oxbow maintains relationships with broker‑dealers and insurance companies in addition to its adviser role. Its stated portfolio preference is toward fixed‑income instruments, and filings indicate a material allocation to U.S. government bonds.