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OXFORD FINANCIAL GROUP, LTD
OXFORD FINANCIAL GROUP, LTD. LLC
CRD 105303 · SEC 801-20692
11711 NORTH MERIDIAN STREET, SUITE 600, CARMEL, IN, 46032, United States
Phone
317-843-5678
Fax
317-843-5679
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$23.33B
Discretionary AUM
$11.54B
Team
156 total employees; 36 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $19.4M |
| High net worth individuals | 551 | $13.85B |
| Pooled investment vehicles | 48 | $4.55B |
| Pension/profit sharing plans | 29 | $3.32B |
| Charitable organizations | 18 | $413.9M |
| Insurance companies | 2 | $43.5M |
| Corporations/business entities | 11 | $1.14B |
States served
AZ, CA, CO, DE, DC, GA, IL, IN, KY, LA, MA, MI, MN, NV, NJ, NY, NC, OH, PA, SC, TN, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD