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OXFORD PLANNING GROUP, LLC

WOODSTOCK, MD · CRD 286017 · IAPD ↗ · oxfordplanning.com · 410-995-8711

$112.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — OXFORD PLANNING GROUP, LLC (WOODSTOCK, MD) is newly SEC-registered with $112.9M RAUM and 3 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.