Oxford Finance Advisors, LLC

RIASEC RegisteredEst. 2022
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$602M
Accounts
4
Employees
84
Advisory reps
6

Firm details

Headquarters
Alexandria, Virginia
CRD number
304433
Registered since
July 22, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles91.66%
  • Other8.34%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oxford Finance Advisors, LLC is an SEC-registered investment adviser organized as an LLC (registered in 2022) that primarily serves institutional clients through pooled investment vehicles. The firm is described as a multi-faceted fund manager with activity across hedge fund and securitized-asset strategies. Its advisory work centers on portfolio management for pooled vehicles and it also serves as a sponsor or general partner/ managing member of those vehicles. Compensation mixes percentage-of-AUM fees with performance-based fees and other fee arrangements. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • John Philbrick

    John Philbrick

    President and CEOCRD 1653007

  • Timothy Lex

    Timothy Lex

    President and Chief Executive OfficerCRD 2747684

  • Hans Houser

    Hans Houser

    Chief Credit Officer & Senior Vice PresidentCRD 1864378

Unlock 1 more executives →

Contacts

2 of 2
  • Joseph Scavetti

    CCOCRD 2275422

  • Colette Featherly

    Colette Featherly

    SVPCRD 4430791

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Alexandria, VA

Alexandria City

Location

Alexandria, VA

Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Alexandria City
Address
115 S Union St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth