Oxford Financial Group, Ltd is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, IN. Its latest Form ADV filing, dated March 31, 2026, reports $23.3B in regulatory assets under management, 156 employees, 6 offices, and 6,593 accounts.
Assets Under Management
$23.3B
Employees
156
Offices
6 offices
Total Clients
697
Primary office
CARMEL, IN
11711 NORTH MERIDIAN STREET, SUITE 600, CARMEL, IN, United States
Top client segmentHNWI represent 79.1% of total clients.
Top client categories% of clientsClients
1
HNWI
79.1%
551
2
Pooled Investment Vehicles
6.9%
48
3
Individuals
5.5%
38
4
Pension Plans
4.2%
29
5
Charitable
2.6%
18
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$23.3Bas of March 31, 2026
Discretionary49.5%
$11.5B
49% of total RAUM49.5%
Non-discretionary50.5%
$11.8B
51% of total RAUM50.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$23.3B
Total Accounts6,593
10Y AUM Change+$10.0B (+74.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees156
Clients per Employee4:1
10Y Employee Change+6 (+4.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.