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OXFORD FINANCIAL GROUP, LTD

11711 North Meridian Street
Suite 600
Carmel, Indiana 46032
Tel: 317-843-5678

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About OXFORD FINANCIAL GROUP, LTD

OXFORD FINANCIAL GROUP, LTD, formally registered with the SEC as OXFORD FINANCIAL GROUP, LTD. The firm was established in 02/07/1984. They have over 7 offices throughout the country.

OXFORD FINANCIAL GROUP, LTD is a Carmel, Indiana based Financial Planning firm with nearly $18,201,054,484 assets under management, offering retirement planning & investment advisory services to 6270 clients. The firm is staffed with 150 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105303
SEC#801-20692
Assets Managed by Firm$18,201,054,484
No. of Clients6270
No. of Advisors150

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total6270$18,201,054,484
Individuals (other than high net worth individuals)43$24,410,183
High net worth individuals539$9,972,279,660
Pension and profit sharing plans32$2,801,013,667
Charitable organizations22$432,976,456
Corporations or other businesses12$1,109,653,627

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SAPIENT CAPITAL LLC
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VALEO FINANCIAL ADVISORS, LLC
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