Oxenfree Financial
Oxenfree Financial is an SEC-registered mass-market adviser in Melbourne, FL with $249.8M assets under management (AUM, regulatory AUM), +48% over one year. See who owns Oxenfree Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327105, SEC 801-128275, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $249.8M (2026-06-22)
- Firm type
- Mass-Market Adviser
- Location
- Melbourne, FL
- Employees
- 8
- Clients
- 950
- CRD
- 327105
- Ownership
- BUNCH, LUKE, JONATHAN; PHILLIPS, JAMES, XERXES; PHILLIPS, JAMES; BUNCH, LUKE
How much AUM does Oxenfree Financial have?
Oxenfree Financial reported $249.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Oxenfree Financial?
Disclosed owners and executives of Oxenfree Financial include BUNCH, LUKE, JONATHAN, PHILLIPS, JAMES, XERXES, PHILLIPS, JAMES, BUNCH, LUKE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.