|
⚲
|
| Keyboard |
| Oxford Planning Group LLC
✚
|
|
|---|---|
| CRD # | 286017 |
| SEC # | 801-136710 |
| CIK # | |
| AUM | 112.9 M (2026-06-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 410-995-8711 |
| Address | 10713 B Birmingham Way Woodstock, MD 21163 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 22.9 |
| (b) Individuals (high net worth individuals) | 32 | 79.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 112.9 |
| By Discretionary | ||
| Discretionary | 94 | 100.5 |
| Non-Discretionary | 4 | 12.4 |
| Total | 98 | 112.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.9 | |
| Total | 98 | 112.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Modernist Financial LLC
✚
|
OR | 113.3 M |
|
Wealth-Builders Inc
✚
|
113.2 M | |
|
Veltria Advisors Corp
✚
|
FL | 113.2 M |
|
MK3 Wealth LLC
✚
|
NJ | 113.1 M |
|
Bernard & Johnson LLC
✚
|
CA | 113.1 M |
|
Delgado Wealth Management LLC
✚
|
FL | 112.9 M |
|
Municipal Asset Management Inc
✚
|
NY | 112.8 M |
|
Mosaic FI LLC
✚
|
IL | 112.8 M |
|
FRA Wealth Management LLC
✚
|
IL | 112.8 M |
|
Alpha Planning and Financial Services Inc
✚
|
OH | 112.8 M |