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OXENFREE FINANCIAL
Legal name: OXENFREE CAPITAL LLC
CRD 327105File 801-128275
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$249.8M
Below cohort median (national)
Discretionary AUM
$202.5M
Non-discretionary $47.3M
Clients
950
1,983 accounts
Employees
8
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 6, 2023
- Principal office
- 1900 S. HARBOR CITY BLVD., STE. 111, MELBOURNE, FL, 32901-4725
- Phone
- 321-722-7882
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $249.8M
- Discretionary AUM
- $202.5M
- Non-discretionary AUM
- $47.3M
- Discretionary accounts
- 1,590
- Non-discretionary accounts
- 393
- Total accounts
- 1,983
- AUM per client
- $263K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $189K |
| Charitable organizations | 5 | $258K |
| High net worth individuals | 99 | $142.5M |
| Individuals (other than high net worth individuals) | 842 | $106.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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- Q11D1
- Q11D5
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.