OXFORD FINANCIAL GROUP, LTD

RIASEC RegisteredEst. 1984
Total AUM
$23.3B
Discretionary
$11.5B
49% of AUM
Avg account
$3.5M
Accounts
6,593
Employees
156
Advisory reps
54

Firm details

Headquarters
CARMEL, Indiana
CRD number
105303
Registered since
February 7, 1984
Website
ofgltd.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI59.38%
  • Pooled Investment Vehicles19.49%
  • Pension & Profit Sharing Plans14.21%
  • Corporations / Businesses4.87%
  • Charitable Organizations1.77%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Oxford Financial Group, Ltd is an independent registered investment advisor organized as an LLC and SEC-registered since 1984. The firm acts as a capital allocator for both individual/family and institutional clients, billing on a percentage-of-AUM basis as well as fixed fees. Its advisory services cover comprehensive financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, institutions and pension plans, and it also provides selection-of-adviser services. Oxford reports industry affiliations that include a CPO/CTA designation and connection to a trust company. The firm was listed among FA Magazine’s Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 59%, Exchange Traded Equities 28%, State & Local Bonds 6%, Private Funds 5%, US Government Bonds 1%, Investment Grade Corp Bonds 1%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities28%
  • State & Local Bonds6%
  • Private Funds5%
  • US Government Bonds1%

Owners & executives

3 of 7

  • Jarret Blum

    Chief Development OfficerCRD 4380142

  • JEFFREY THOMASSON

    CEOCRD 1041291

  • BRIAN COPSEY

    Chief Financial OfficerCRD 6259713

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Contacts

3 of 47

  • BARTON FRANCIS

    Managing DirectorCRD 4520663

  • Ryan Shidler

    Managing DirectorCRD 7315543

  • Christopher McGraw

    Senior Wealth StrategistCRD 4651055

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 181

Active vs passive

$1.5B in ETFs

Passive

68%

$994M

Active

31%

$459M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$248M774,42217.10%
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Location

Primary office

CARMEL, IN

HAMILTON

Location

CARMEL, IN

Headquartered in CARMEL, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
HAMILTON
Address
11711 N Meridian St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth