OXFORD FINANCIAL GROUP, LTD. LLC
Doing business as OXFORD FINANCIAL GROUP, LTD. SEC Form ADV profile.
Total regulatory AUM
$23,330,849,733
Discretionary
$11,539,687,295
Non-discretionary
$11,791,162,438
Firm details
- CRD number
- 105303
- SEC file number
- 801-20692
- Main office
- CARMEL, IN, United States
- Employees
- 156
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.