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OXFORD CAPITAL MANAGEMENT

RICHM0ND, VA · CRD 118359 · IAPD ↗ · 804-282-2356

$170.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
November 2024 — OXFORD CAPITAL MANAGEMENT (RICHM0ND, VA) is newly SEC-registered with $125.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.