RIA IntelAdvisersMassachusettsOXFORD MARTIN, LLC

OXFORD MARTIN, LLC

Advisory

WAKEFIELD, MA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in MA
#1,308
of 1,590 advisers by AUM
Average account
$223K
across 114 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
54
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients54
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

NAV WEALTH MANAGEMENT LLC
$25M
YELLOW DOG FINANCIAL, INC.
$26M
MAUREEN M. DEMERS
NORTH ANDOVER, MA
$26M
HARK FINANCIAL PLANNING, LLC
$26M
LINDA COLLEEN NELSON
$25M
MAP FUNDS MANAGEMENT, LLC
MARBLEHEAD, MA
$26M
-26.3% 1Y

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