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OXINAS PARTNERS WEALTH MANAGEMENT
Legal name: OXINAS PARTNERS, LLC
CRD 297462File 801-113877
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$391.0M
Below cohort median (national)
Discretionary AUM
$388.2M
Non-discretionary $2.8M
Clients
754
1,738 accounts
Employees
8
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 22, 2018
- Principal office
- 607 NORTH SHORE DRIVE, SUITE 101, JEFFERSONVILLE, IN, 47130
- Phone
- (812) 725-8649
- Website
- https://x.com/OxinasPartners
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $391.0M
- Discretionary AUM
- $388.2M
- Non-discretionary AUM
- $2.8M
- Discretionary accounts
- 1,721
- Non-discretionary accounts
- 17
- Total accounts
- 1,738
- AUM per client
- $519K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $3.1M |
| Charitable organizations | Fewer than 5 | $2.8M |
| High net worth individuals | 88 | $172.0M |
| Pension and profit sharing plans | 38 | $35.4M |
| Individuals (other than high net worth individuals) | 620 | $177.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- 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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11- Q11
- Q11D2
- Q11D4
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.

