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OXBOW ADVISORS, LLC

AUSTIN, TX · CRD 156393 · IAPD ↗ · oxbowadvisors.com · 512-386-1088

$2.46BRegulatory AUM
10Advisory reps
13Employees
2Clients
51-100Planning clients
0Private funds
37States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — OXBOW ADVISORS, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
March 2026 — OXBOW ADVISORS, LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2025 — OXBOW ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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