Oxford Wealth Management

Overview

Oxford Wealth Management is an independent, SEC-registered registered investment adviser organized as a limited liability company. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory services span financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses, and larger institutions, plus selection of third-party advisers when appropriate. Oxford also operates as an Other Financial Product Salesperson and lists an industry affiliation with accounting professionals. Fee arrangements include percentage-of-AUM billing alongside fixed fees and performance-based components, which aligns with its role in allocating to illiquid strategies. The firm indicates active consideration of ESG factors in its investing. Oxford is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives