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OXFORD FINANCIAL GROUP, LTD
Legal name: OXFORD FINANCIAL GROUP, LTD. LLC
CRD 105303File 801-20692
APPROVED
Retail clients
Custody
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$23.33B
Top 10% of cohort (national)
Discretionary AUM
$11.54B
Non-discretionary $11.79B
Clients
697
6,593 accounts
Employees
156
Top 10% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 7, 1984
- Principal office
- 11711 NORTH MERIDIAN STREET, SUITE 600, CARMEL, IN, 46032
- Phone
- 317-843-5678
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.33B
- Discretionary AUM
- $11.54B
- Non-discretionary AUM
- $11.79B
- Discretionary accounts
- 5,201
- Non-discretionary accounts
- 1,392
- Total accounts
- 6,593
- AUM per client
- $33.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $1.14B |
| Insurance companies | Fewer than 5 | $43.5M |
| Charitable organizations | 18 | $413.9M |
| High net worth individuals | 551 | $13.85B |
| Pooled investment vehicles | 48 | $4.55B |
| Pension and profit sharing plans | 29 | $3.32B |
| Individuals (other than high net worth individuals) | 38 | $19.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.