OXFORD CAPITAL MANAGEMENT

Overview

Oxford Capital Management is a fee-based advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm is organized as a corporation with individual ownership and is registered with the SEC in 2024. Its stated investment preference is equities; filings show a strong tilt to exchange-traded instruments. The firm charges a percentage-of-AUM fee and does not describe itself as an active ESG investor. Advisory activity centers on constructing and managing personalized portfolios rather than institutional consulting. Portfolios are managed on a discretionary basis, which supports active rebalancing and tactical adjustments within client accounts. The custodian relationship with Charles Schwab & Co., Inc. provides access to a broad ETF and equity universe, suggesting the firm favors liquid, exchange-traded vehicles for core exposures while retaining flexibility to use individual securities for customization and tax management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices