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Oxford Wealth Group, LLC

● SEC registered since 2022CRD 319561SEC# 801-124718Orlando, FL
Export (members)
Reg. AUM
$235.9M
Employees
24
Accounts
1,456
Location
Orlando, FL

Oxford Wealth Group, LLC assets under management

Oxford Wealth Group, LLC is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2022. It reports $235.9 million in regulatory assets under management and employs 24 people.
www.instagram.com/oxfordadvisorygroupView on SEC.gov ↗

Oxford Wealth Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher J. Dixon ControlManaging Partner50-75%2022
Roseann HigginsChief Compliance OfficerUnder 5%2024
Samuel Josiah Dixon ControlManaging Partner50-75%2022

Frequently asked questions

How much does Oxford Wealth Group, LLC manage?

Oxford Wealth Group, LLC reports $235.9 million in regulatory assets under management on its Form ADV.

How many employees does Oxford Wealth Group, LLC have?

Oxford Wealth Group, LLC reports 24 employees.

Where is Oxford Wealth Group, LLC located?

Oxford Wealth Group, LLC is based in Orlando, FL and has been SEC-registered since 2022.

Does Oxford Wealth Group, LLC disclose fund performance?

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

Contact & registration

Address111 N. Orange Avenue, Suite 775, Orlando, FL 32801
Phone407-495-2004
Office hours9:00a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$235.9M
Non-discretionary$0
Total (RAUM)$235.9M