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| Oxford Wealth Group LLC
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|---|---|
| CRD # | 319561 |
| SEC # | 801-124718 |
| CIK # | 0002007082 |
| AUM | 327.9 M (2026-05-05) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 407-495-2004 |
| Address | 111 N Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Ciena Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| GS Acquisition Holdings Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 858 | 198.4 |
| (b) Individuals (high net worth individuals) | 55 | 129.5 |
| (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 | 0.0 |
| (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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,877 | 327.9 |
| By Discretionary | ||
| Discretionary | 1,877 | 327.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,877 | 327.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.9 | |
| Total | 1,877 | 327.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002007082] | |
| 13F-NT | [0002007082] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CA | 329.1 M |
|
VB&T Wealth Management LLC
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Shore Point Advisors LLC
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Hudson Capital Advisory Inc
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|
Financial Decisions LLC
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NY | 327.7 M |
|
Greenwood Family Advisors LLC
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FL | 327.1 M |
|
Pointone Family Office LLC
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CA | 327.1 M |
|
Octavia Investments LLC
✚
|
327.0 M | |
|
Wilkerson Advisory Group LLC
✚
|
MO | 326.9 M |
|
MPWM Advisory Solutions LLC
✚
|
GA | 326.9 M |