Oxford Martin, LLC

RIAState Registered
Total AUM
$25.4M
Discretionary
$25.4M
100% of AUM
Avg account
$223K
Accounts
114
Employees
1
Advisory reps
1

Firm details

Headquarters
Wakefield, Massachusetts
CRD number
316388
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals60.05%
  • HNWI39.95%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Oxford Martin, LLC is an independent registered investment adviser organized as an LLC and state-registered in Massachusetts. The firm targets individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM arrangements with hourly and fixed-fee engagements, reflecting a hybrid advisory model that can accommodate both ongoing portfolio oversight and project-based planning work. Oxford Martin is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 36%, Investment Grade Corp Bonds 14%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds36%
  • Investment Grade Corp Bonds14%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Eric Martin

    Eric Martin

    President, Chief Compliance OfficerCRD 7315457

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

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Location

Primary office

Wakefield, MA

Middlesex

Location

Wakefield, MA

Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
301 Edgewater Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth