Oxford Wealth Group, LLC
● SEC registered since 2022CRD 319561SEC# 801-124718Orlando, FL
Reg. AUM
$327.9M
Employees
14
Accounts
1,877
Location
Orlando, FL
Oxford Wealth Group, LLC assets under management
Oxford Wealth Group, LLC is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2022. It reports $327.9 million in regulatory assets under management and employs 14 people.
Oxford Wealth Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher J. Dixon Control | Managing Partner | 50-75% | 2022 |
| Roseann Higgins | Chief Compliance Officer | Under 5% | 2024 |
| Samuel Josiah Dixon Control | Managing Partner | 50-75% | 2022 |
Frequently asked questions
How much does Oxford Wealth Group, LLC manage?
Oxford Wealth Group, LLC reports $327.9 million in regulatory assets under management on its Form ADV.
How many employees does Oxford Wealth Group, LLC have?
Oxford Wealth Group, LLC reports 14 employees.
Where is Oxford Wealth Group, LLC located?
Oxford Wealth Group, LLC is based in Orlando, FL and has been SEC-registered since 2022.
Does Oxford Wealth Group, LLC disclose fund performance?
Oxford Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 N. Orange Avenue, Suite 775, Orlando, FL 32801 |
| Phone | 407-495-2004 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$327.9M▲ 39%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$327.9Mregulatory AUM
Discretionary $327.9M