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FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)
FRUGE' CAPITAL ADVISORS, LLC
CRD 149447 · SEC 801-136134
2086 OLD TAYLOR ROAD, SUITE 1013, OXFORD, MS, 38655, United States
Phone
662-550-4554
Fax
877-977-6027
Registration
— (—)
Source
State registered
Total AUM
$141.2M
Discretionary AUM
$140.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $10.4M |
| High net worth individuals | 28 | $121.0M |
| Charitable organizations | 3 | $9.8M |
All web addresses on file
Official SEC filing: View on IAPD