Oxenfree Financial

RIASEC RegisteredEst. 2023
Total AUM
$250M
Discretionary
$202M
81% of AUM
Avg account
$126K
Accounts
1,983
Employees
8
Advisory reps
8

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

FINTRX

Overview

Oxenfree Financial is an independent registered investment adviser formed as an LLC and registered with the SEC in 2023. Ownership is held by an individual, and the firm serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee options. Oxenfree does not describe itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. The firm lists an accountant among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 5%, US Government Bonds 5%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities5%
  • US Government Bonds5%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%

Contacts

3 of 8
  • Gary Steer

    Gary Steer

    AgentCRD 2562255

  • Andrew Cettina

    Andrew Cettina

    Investment Advisor RepresentativeCRD 7939410

  • James Phillips

    James Phillips

    President & FounderCRD 5024716

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 45

Active vs passive

$198M in ETFs

Passive

86%

$171M

Active

13%

$26.9M

ETFProviderStyleCategoryValueShares% of portfolio
STRIVE 500 ETF (STRV)StrivePassiveLarge Blend$42.1M932,28521.27%
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Location

Primary office

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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