OXLEY CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NORTH CAPE MAY, New Jersey
- CRD number
- 293174
- Website
- www.oxleycapitalmgmt.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JOHN OXLEY
CEO & Investment Advisor RepresentativeCRD 1801620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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