Oxenfree Financial
Firm details
- Headquarters
- Melbourne, Florida
- CRD number
- 327105
- Registered since
- July 6, 2023
- Website
- oxenfreefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.05%
- Individuals42.78%
- Charitable Organizations0.1%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oxenfree Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year 2023) and serves both individual/family and institutional clients. Its core services are financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include asset-based fees, hourly charges, and fixed fees. Oxenfree Financial does not present itself as a capital allocator and is not characterized as an ESG-focused adviser. The firm lists an industry affiliation with an accountant, which suggests access to tax or accounting coordination for client work. Its business model blends fee-for-service planning with managed-account relationships rather than operating as a multi-state RIA network or a family office.
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 Funds86%
- Exchange Traded Equities5%
- US Government Bonds5%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$221M in ETFs
64%
$142M
13%
$79.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STRIVE 500 ETF (STXF) | Strive | $49.5M | 982,124 | 22.38% |
Location
Melbourne, FL
Brevard
Location
Melbourne, FL
Headquartered in Melbourne, FL, in the South of the United States.
- Region
- South
- County
- Brevard
- Address
- 1900 S Hbr City Blvd
- Time zone
- ET (UTC-5)
- Office locations
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