Oxford Capital

Overview

Oxford Capital is an independent, Indiana-based limited liability company that provides portfolio management for individuals, families and small businesses. The firm is owned by an individual and bills clients through a mix of percentage-of-assets and fixed fees. Oxford Capital’s regulatory filings identify its core advisory activity as discretionary portfolio management for private clients; it does not position itself as a multi-state adviser or pension consultant, and it is not described as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices