OXFORD WEALTH GROUP, LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 319561
- Registered since
- April 22, 2022
- Website
- oxfordadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.51%
- HNWI39.48%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Oxford Wealth Group, LLC is an independent SEC-registered RIA organized as an LLC and owned by an individual. The firm acts as a capital allocator for both individual and family clients and select institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model blends asset-based fees with fixed-fee arrangements. The firm does not position itself as an ESG-focused investor and identifies an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Investment Grade Corp Bonds19%
- Exchange Traded Equities18%
- Cash & Cash Equivalents13%
Contacts
3 of 11Dane Spencer
Associate AdvisorCRD 7488646
Skylar Kunau
ParaplannerCRD 7902739
Jerry Sylvester
AdvisorCRD 6592219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$187M in ETFs
87%
$163M
7%
$24.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P MIDCAP MOMENTUM ETF (XMMO) | Invesco | Passive | Mid Cap Blend | $20M | 137,941 | 10.69% |
Location
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 111 N Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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