Oxford Financial Group, Ltd

RIASEC Registered

Total AUM

$23.3B

Discretionary

$11.5B

49% of AUM

Avg account

$3.5M

Accounts

6,593

Employees

156

Advisory reps

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 RIA organized as an LLC and registered with the SEC in 1984. The firm positions itself as a capital allocator serving both individual/family and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor. Industry recognition includes placement on FA Magazine’s Top RIA Firms list in 2020 and inclusion among CNBC’s Elite Advisors in 2026.