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OXENFREE FINANCIAL
OXENFREE CAPITAL LLC
CRD 327105 · SEC 801-128275
1900 S. HARBOR CITY BLVD., STE. 111, MELBOURNE, FL, 32901-4725, United States
Phone
321-722-7882
Fax
321-622-2224
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$249.8M
Discretionary AUM
$202.5M
Team
8 total employees; 8 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ASSET ALLOCATION AND ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 842 | $106.8M |
| High net worth individuals | 99 | $142.5M |
| Charitable organizations | 5 | $258K |
| Corporations/business entities | 4 | $189K |
States served
GA, LA, NC, OH, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD