O
Oxford Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,200,000
Total clients
27
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$44,444
About
Oxford Capital Management LLC serves individual and high‑net‑worth clients with investment coaching for employer‑sponsored retirement plans and a broad set of financial planning services, including business planning, cash‑flow and debt management, college savings, estate planning, insurance review, and retirement planning. The firm states it provides portfolio management only through a single wrap‑fee program for client assets custodied at Charles Schwab.
The firm develops individualized investment policies and implements portfolios using asset‑allocation principles and Modern Portfolio Theory, combining passive and active vehicles and fundamental analysis of funds and securities. For employer retirement plan coaching the adviser makes recommendations but will not accept direct trading access, while accounts enrolled in the wrap program are managed on a discretionary basis under a limited power of attorney.
A noteworthy feature is that Oxford exclusively operates a wrap‑fee program for portfolio management and requires use of its Schwab‑based program for managed accounts, a sponsor arrangement that is relatively uncommon among independent advisers. The firm also highlights advisory work for business owners and the use of standing letter‑of‑authorization arrangements to facilitate client‑directed transfers, which may set it apart from similarly sized peers.
Client services
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Business ownership considerations
Retirement withdrawal strategies
General estate planning guidance
Fee options
<$500,000 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25%
Fee-only: Investment coaching fees: Assets < $100,000 = No charge; $100,000 to $1,000,000 = $200 per meeting; $1,000,000 to $10,000,000 = $300 per meeting; Wrap Fee Program with tiered annual fees as above.
Main office location
Oxford Capital
1282 Win Hentschel Blvd., Suite 1300
West Lafayette IN 47906, United States
Number of offices
1
Most active in
Oxford Capital has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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