Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$125,327,326
Total clients
68
38% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
34
Average account size
$1,843,049
About
Frugé Capital Advisors serves individuals and families—including high-net-worth clients—and also provides investment consulting to nonprofits, trusts, estates, and retirement plans. The firm offers fee-only investment management, comprehensive financial planning, limited-scope hourly planning, and institutional consulting for plan sponsors and charitable organizations.
Investment programs are built around globally diversified, multi-asset class portfolios with a strategic core based on modern portfolio theory and the use of passive index ETFs, while allowing tactical and dynamic overlays and selected active or third‑party managers. The firm performs manager due diligence, may delegate discretionary authority to third‑party strategists or wrap programs, and recommends custodians such as Charles Schwab, Pershing, Fidelity, and Interactive Brokers.
A distinctive feature is the firm’s affiliation with a law practice and the principals’ legal backgrounds, which the firm discloses and can coordinate with clients’ legal advisors on tax, estate, and charitable planning when clients choose to engage those services. Despite its small advisory team, the firm emphasizes institutional experience (including prior foundation and academic roles) and provides retirement‑plan fiduciary services (including serving in 3(21)/3(38) capacities) that are less common among peers of similar size.
Client services
Fee options
Financial planning fees may be fixed fees, generally $750 to $2,000, negotiable
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.75% $7,500,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001+: 0.25%
Hourly planning rate typically $225 to $250 per hour
Minimum fee: Minimum financial planning fee generally $750 (range $750 to $2,000), negotiable depending on complexity Fee-only: Firm is strictly fee-only; no commissions accepted.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
2086 Old Taylor Road, Suite 1013
Oxford MS 38655, United States
Number of offices
1
Forms ADV
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