Oxford Wealth Group, LLC
Oxford Wealth Group, LLC is an SEC-registered mass-market adviser in Orlando, FL with $327.9M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Oxford Wealth Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319561, SEC 801-124718, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $327.9M (2026-05-05)
- Firm type
- Mass-Market Adviser
- Location
- Orlando, FL
- Employees
- 14
- Clients
- 915
- CRD
- 319561
- Ownership
- ARCE, JOSEPH, PHILLIP; DIXON, SAMUEL, JOSIAH; Dixon, Christopher, J.; HIGGINS, ROSEANN; KIRK, KEVIN, VINCENT
How much AUM does Oxford Wealth Group, LLC have?
Oxford Wealth Group, LLC reported $327.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Oxford Wealth Group, LLC?
Disclosed owners and executives of Oxford Wealth Group, LLC include ARCE, JOSEPH, PHILLIP, DIXON, SAMUEL, JOSIAH, Dixon, Christopher, J., HIGGINS, ROSEANN, KIRK, KEVIN, VINCENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.