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OXBOW ADVISORS, LLC
CRD 156393File 801-72387
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.46B
Top 25% of cohort (national)
Discretionary AUM
$2.46B
Clients
744
1,782 accounts
Employees
13
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 6, 2011
- Principal office
- 200 WEST 6TH STREET, SUITE 1920, AUSTIN, TX, 78701
- Phone
- 512-386-1088
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.46B
- Discretionary AUM
- $2.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,782
- Non-discretionary accounts
- 0
- Total accounts
- 1,782
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 45 | $395.6M |
| Charitable organizations | 7 | $53.7M |
| Other investment advisers | Fewer than 5 | $7.2M |
| High net worth individuals | 341 | $1.74B |
| Pension and profit sharing plans | Fewer than 5 | $13.6M |
| Individuals (other than high net worth individuals) | 347 | $255.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
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.