Oxford Capital Management

Oxford Capital Management provides customized investment management services primarily to high-net-worth individuals and related trusts, estates, pension and profit-sharing plans, as well as other legal entities. As of February 19, 2026 the firm reports managing about $170 million on a discretionary basis for approximately 29 clients.

The firm generally constructs portfolios of domestic and international stocks, bonds, mutual funds, and ETFs and uses fundamental security analysis to evaluate investments and funds. Clients select from income, growth, balanced, or conservative strategies, may impose reasonable trading restrictions, and accounts are managed primarily for relatively long time horizons (often a year or more) with discretionary trading authority.

Compared with peers, Oxford is notable for its small client roster and two-advisor structure, resulting in a relatively high amount of assets per client and a concentrated advisory practice. The firm recommends and currently custodializes client assets with a single large custodian and discloses receipt of non-specialized services from that custodian; it also does not accept authority to vote client securities, which may be atypical among similar firms.