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OXFORD FINANCE ADVISORS, LLC

ALEXANDRIA, VA · CRD 304433 · IAPD ↗ · 703-519-4900

$2.41BRegulatory AUM
80Advisory reps
84Employees
0Clients
n/aPlanning clients
4Private funds
7States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — OXFORD FINANCE ADVISORS, LLC reported RAUM up 50% ($1.60B -> $2.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
January 2026 — OXFORD FINANCE ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
34
April 2025 — OXFORD FINANCE ADVISORS, LLC notice-filed in FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — OXFORD FINANCE ADVISORS, LLC added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — OXFORD FINANCE ADVISORS, LLC reported RAUM up 30% ($1.23B -> $1.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — OXFORD FINANCE ADVISORS, LLC grew from 68 to 76 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — OXFORD FINANCE ADVISORS, LLC crossed $1B in regulatory AUM ($995.6M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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