Oxinas Partners Wealth Management

RIASEC RegisteredEst. 2018

Total AUM

$391M

Discretionary

$388M

99% of AUM

Avg account

$225K

Accounts

1,738

Employees

Advisory reps

Firm details

Headquarters: Jeffersonville, Indiana
CRD number: 297462
Registered since: August 22, 2018
Website: www.oxinaspartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals45.45%
HNWI44%
Pension & Profit Sharing Plans9.06%
Corporations / Businesses0.79%
Charitable Organizations0.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Oxinas Partners Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm serves both individual/family clients and institutional clients and describes itself as an active capital allocator. Its service set includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and selection of outside advisers. Oxinas also operates as an insurance broker and uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees). The firm does not identify itself as an ESG investor. Its operating structure and activities indicate a hybrid advisory model that combines traditional fiduciary portfolio management with third‑party manager selection and insurance distribution.