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OXENFREE FINANCIAL

MELBOURNE, FL · CRD 327105 · IAPD ↗ · 321-722-7882

$249.8MRegulatory AUM
8Advisory reps
8Employees
2Clients
1-10Planning clients
0Private funds
8States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — OXENFREE FINANCIAL reported RAUM up 48% ($168.4M -> $249.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — OXENFREE FINANCIAL notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — OXENFREE FINANCIAL moved its main office from SATELLITE BEACH, FL to MELBOURNE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
February 2025 — OXENFREE FINANCIAL 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
62
February 2025 — OXENFREE FINANCIAL reported RAUM up 39% ($120.7M -> $168.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
February 2025 — OXENFREE FINANCIAL grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
April 2024 — OXENFREE FINANCIAL notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2024 — OXENFREE FINANCIAL now reports custody of client assets ($53.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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