Oxford Financial Group, Ltd
Carmel, IN·SEC-registered · CRD #105303
Oxford Financial Group, Ltd is an SEC-registered investment advisory firm in Carmel, IN managing $23B across 8.0k client accounts, with 36 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$23B
Client accounts
8.0k
Advisory staff
36
Fee model
Fee-based
How Oxford Financial Group, Ltd is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Oxford Financial Group, Ltd
How much does Oxford Financial Group, Ltd manage?
Per its most recent SEC Form ADV filing (03/31/2026), Oxford Financial Group, Ltd reports $23B in regulatory assets under management across roughly 8.0k client accounts.
How does Oxford Financial Group, Ltd charge?
Oxford Financial Group, Ltd is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Oxford Financial Group, Ltd a fiduciary?
Yes. Oxford Financial Group, Ltd is registered with the U.S. Securities and Exchange Commission (CRD #105303), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Oxford Financial Group, Ltd taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Oxford Financial Group, Ltd and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Carmel, IN
Profile compiled from Oxford Financial Group, Ltd's public SEC Form ADV filing (CRD #105303, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Oxford Financial Group, Ltd. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Oxford Financial Group, Ltd? Claim this profile.