OXLEY CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
NORTH CAPE MAY, New Jersey
CRD number
293174
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Oxley Capital Management, LLC is a small, individual-owned advisory firm operating as a limited liability company. Its stated advisory activities center on financial planning services and the selection of other advisers, and the firm describes itself as a capital allocator. Fee arrangements include hourly charges, fixed fees and other non-asset-based billing methods rather than a typical percentage-of-assets model. The firm does not position itself as an active ESG investor, is not listed as a multi-state adviser, and does not act as a pension consultant. Given its structure and service set, the firm appears focused on planning and adviser selection work for a limited client set, using external managers where appropriate rather than managing broad in-house investment platforms. The business classification is unclassified and the owner type is individual, suggesting a boutique, owner-operated practice rather than a large institutional RIA.

Assets & Accounts

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

Owners & executives

1 of 1
  • JOHN OXLEY

    CEO & Investment Advisor RepresentativeCRD 1801620

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

NORTH CAPE MAY, NJ

CAPE MAY

Location

NORTH CAPE MAY, NJ

Headquartered in NORTH CAPE MAY, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
CAPE MAY
Address
3305 Bayshore Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth