Wealth Manager
    SEC Registered
    Manages Private Funds

    Oxford Financial Group, Ltd

    Registered investment advisor · Carmel, Indiana · CRD #105303

    Assets Under Management
    $23.3B
    Client Accounts
    6,593
    Employees
    156
    CRD Number
    105303
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Pershing Advisor Solutions Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Oxford Financial Group, Ltd

    Oxford Financial Group, Ltd. is a privately held, independent, fee-only Registered Investment Advisor based in Carmel, Indiana. Founded in 1981, it is recognized as one of the largest independent RIAs in the U.S. and a leading multi-family office in the Midwest. The firm manages over $35 billion in assets and serves more than 700 families and institutional clients across 36-37 states from its seven offices. Oxford specializes in wealth management, multigenerational estate planning, and innovati

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Oxford Financial Group, Ltd

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    Frequently Asked Questions

    What is Oxford Financial Group, Ltd's AUM?

    Oxford Financial Group, Ltd reports approximately $23.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oxford Financial Group, Ltd headquartered?

    Oxford Financial Group, Ltd is headquartered in Carmel, Indiana.

    What is Oxford Financial Group, Ltd's CRD number?

    Oxford Financial Group, Ltd's CRD number is 105303. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Oxford Financial Group, Ltd manage?

    Oxford Financial Group, Ltd manages approximately 6,593 client accounts according to its latest SEC filing.

    Is Oxford Financial Group, Ltd SEC registered?

    Yes, Oxford Financial Group, Ltd is registered with the SEC as an investment adviser with an approved registration status.

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