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FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)
Legal name: FRUGE' CAPITAL ADVISORS, LLC
CRD 149447File 801-136134
APPROVED
Retail clients
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$141.2M
Bottom 25% of cohort (national)
Discretionary AUM
$140.2M
Non-discretionary $1.0M
Clients
71
128 accounts
Employees
2
Bottom 25% of cohort in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 14, 2026
- Principal office
- 2086 OLD TAYLOR ROAD, SUITE 1013, OXFORD, MS, 38655
- Phone
- 662-550-4554
- Website
- HTTP://WWW.FRUGECAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $141.2M
- Discretionary AUM
- $140.2M
- Non-discretionary AUM
- $1.0M
- Discretionary accounts
- 123
- Non-discretionary accounts
- 5
- Total accounts
- 128
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $9.8M |
| High net worth individuals | 28 | $121.0M |
| Individuals (other than high net worth individuals) | 40 | $10.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.