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OXFORD CHASE ADVISORS LLC

Advisory

GA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in GA

#500

of 607 advisers by AUM

Average account

$280K

across 320 accounts

AUM per adviser

$30M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients320

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, GA, PA, TX

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

320 clients

45 high-net-worth

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

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

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RANDY SECKMAN & ASSOCIATES, INC

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SICNER ASSET MANAGEMENT, L.L.C.

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