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Firm profile

Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv)

OXFORD, MSCRD 149447Registration Status: ApprovedEffective since May 14, 2026Latest ADV May 6, 2026

Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oxford, MS. Its latest Form ADV filing, dated May 6, 2026, reports $141M in regulatory assets under management, 2 employees, and 128 accounts.

Assets Under Management
$141M
Employees
2
Offices
--
Total Clients
71
Primary office
OXFORD, MS
2086 OLD TAYLOR ROAD, SUITE 1013, OXFORD, MS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODon L. Fruge
CCODon L. Fruge

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 56.3% of total clients.
Top client categories% of clientsClients
1
Individuals
56.3%
40
2
HNWI
39.4%
28
3
Charitable
4.2%
3
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$141Mas of May 6, 2026
Discretionary99.3%
$140M
99% of total RAUM99.3%
Non-discretionary0.7%
$1M
1% of total RAUM0.7%
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.

Total AUM$141M
Total Accounts128
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee36:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.