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OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT

INDIANAPOLIS, IN · CRD 340313 · IAPD ↗ · ohcpwm.com · 317-581-4003

$0Regulatory AUM
1Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

44
August 2026 — OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT notice-filed in MI, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2026 — OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2026 — OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.