Oxford Harriman Private Wealth Management

Overview

Oxford Harriman Private Wealth Management is an independent RIA organized as an LLC and registered with the SEC in 2026. The firm positions itself as a capital allocator serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model includes asset‑based fees, hourly charges, and fixed fees. The firm reports relationships with an accountant and an insurance company and indicates ownership that involves both a domestic entity and an individual. Oxford Harriman does not identify as an active ESG investor.

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Location & Offices