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FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)

OXFORD, MS · CRD 149447 · IAPD ↗ · frugecapital.com · 662-550-4554

$141.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV) (OXFORD, MS) is newly SEC-registered with $141.2M 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.