Oxford Planning Group, LLC
CRD 286017SEC# 801-136710Woodstock, MD
No longer SEC-registered. Oxford Planning Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$112.9M
Employees
3
Accounts
98
Location
Woodstock, MD
Oxford Planning Group, LLC assets under management
Oxford Planning Group, LLC is an investment advisory firm registered with the SEC based in Woodstock, MD. It reports $112.9 million in regulatory assets under management and employs 3 people.
Oxford Planning Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patricia V. Eddy Control | Chief Compliance Officer & Member | 50-75% | 2016 |
| Shaun Eddy Control | Member, Chief Executive Officer | 50-75% | 2016 |
Frequently asked questions
How much does Oxford Planning Group, LLC manage?
Oxford Planning Group, LLC reports $112.9 million in regulatory assets under management on its Form ADV.
How many employees does Oxford Planning Group, LLC have?
Oxford Planning Group, LLC reports 3 employees.
Where is Oxford Planning Group, LLC located?
Oxford Planning Group, LLC is based in Woodstock, MD.
Does Oxford Planning Group, LLC disclose fund performance?
Oxford Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10713 B Birmingham Way, Woodstock, MD 21163 |
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$112.9Mregulatory AUM
Discretionary $100.5MNon-discretionary $12.4M