RICHM0ND, VACRD 118359Latest ADV February 20, 2026
Oxford Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Richm0Nd, VA. Its latest Form ADV filing, dated February 20, 2026, reports $170M in regulatory assets under management, 2 employees, and 120 accounts.
Assets Under Management
$170M
Employees
2
Offices
--
Total Clients
29
Primary office
RICHM0ND, VA
1904 BYRD AVE., SUITE 115, RICHM0ND, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.3% of total clients.
Top client categories% of clientsClients
1
HNWI
79.3%
23
2
Individuals
20.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$170Mas of February 20, 2026
Discretionary100.0%
$170M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$170M
Total Accounts120
10Y AUM Change+$45M (+36.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee15:1
10Y Employee Change0 (0.0%)
* 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.