JEFFERSONVILLE, INCRD 297462Latest ADV February 11, 2026
Oxinas Partners Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jeffersonville, IN. Its latest Form ADV filing, dated February 11, 2026, reports $391M in regulatory assets under management, 8 employees, 2 offices, and 1,738 accounts.
Assets Under Management
$391M
Employees
8
Offices
2 offices
Total Clients
754
Primary office
JEFFERSONVILLE, IN
607 NORTH SHORE DRIVE, SUITE 101, JEFFERSONVILLE, IN, United States
Top client segmentIndividuals represent 82.2% of total clients.
Top client categories% of clientsClients
1
Individuals
82.2%
620
2
HNWI
11.7%
88
3
Pension Plans
5.0%
38
4
Corporations
1.1%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$391Mas of February 11, 2026
Discretionary99.3%
$388M
99% of total RAUM99.3%
Non-discretionary0.7%
$3M
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$391M
Total Accounts1,738
10Y AUM Change+$391M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee94:1
10Y Employee Change+5 (+166.7%)
* 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.