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OXFORD FINANCE ADVISORS, LLC

CRD 304433 · SEC 801-126145

115 SOUTH UNION STREET, SUITE 300, ALEXANDRIA, VA, 22314, United States

Phone

703-519-4900

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.41B

Discretionary AUM

$2.41B

Team

84 total employees; 80 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees; ORIGINATION, LEVERAGE SOURCING AND ADMINISTRATION FEES

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles3$2.21B

States served

CA, GA, NJ, NY, VA, NH, FL

Official SEC filing: View on IAPD