OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT

Overview

Oxford Harriman Private Wealth Management is a recently formed limited liability company that registered with the SEC in 2026. The firm is owned by a combination of a domestic entity and an individual and is described as a capital allocator. Its advisory capabilities focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation methods include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not designated as a multistate adviser. Industry ties noted in regulatory filings include relationships with an accounting firm and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices