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Oxford Planning Group, LLC

CRD 286017SEC# 801-136710Woodstock, MD
Export (members)
No longer SEC-registered. Oxford Planning Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$112.9M
Employees
3
Accounts
98
Location
Woodstock, MD

Oxford Planning Group, LLC assets under management

Oxford Planning Group, LLC is an investment advisory firm registered with the SEC based in Woodstock, MD. It reports $112.9 million in regulatory assets under management and employs 3 people.

Oxford Planning Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Patricia V. Eddy ControlChief Compliance Officer & Member50-75%2016
Shaun Eddy ControlMember, Chief Executive Officer50-75%2016

Frequently asked questions

How much does Oxford Planning Group, LLC manage?

Oxford Planning Group, LLC reports $112.9 million in regulatory assets under management on its Form ADV.

How many employees does Oxford Planning Group, LLC have?

Oxford Planning Group, LLC reports 3 employees.

Where is Oxford Planning Group, LLC located?

Oxford Planning Group, LLC is based in Woodstock, MD.

Does Oxford Planning Group, LLC disclose fund performance?

Oxford Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10713 B Birmingham Way, Woodstock, MD 21163
Office hours9a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$100.5M
Non-discretionary$12.4M
Total (RAUM)$112.9M