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OXBOW ADVISORS, LLC
CRD 156393 · SEC 801-72387
200 WEST 6TH STREET, SUITE 1920, AUSTIN, TX, 78701, United States
Phone
512-386-1088
Fax
512-505-8145
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.46B
Discretionary AUM
$2.46B
Team
13 total employees; 10 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsINDIVIDUAL CONSULTATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 347 | $255.7M |
| High net worth individuals | 341 | $1.74B |
| Pension/profit sharing plans | 3 | $13.6M |
| Charitable organizations | 7 | $53.7M |
| Other investment advisers | 1 | $7.2M |
| Corporations/business entities | 45 | $395.6M |
States served
AL, AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, LA, MA, MI, MS, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD