RIA Intel›Advisers›Indiana›OXFORD CAPITAL MANAGEMENT LLC

OXFORD CAPITAL MANAGEMENT LLC

Advisory

WEST LAFAYETTE, IN

Data as of Dec 5, 2025 · Source: SEC Form ADV

Average account

$44K

across 27 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 5, 2025.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndAugust

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

INDIANA INVESTMENT ADVISORS, LLC

$1M

TRUELL FINANCIAL LLC

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PATTON MILES, LLC

INDIANAPOLIS, IN

$1M

POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC

INDIANAPOLIS, IN

$1M

AVERTRUST WEALTH LLC

$1M

BLUE DONKEY EMPIRES, INC.

$1M

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