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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 686 | 950 | increased by264 |
| Mar 1, 2026 | AUM | $168,352,562 | $249,778,714 | increased by$81,426,152 |
| Mar 1, 2026 | Accounts | 1,513 | 1,983 | increased by470 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OXENFREE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OXENFREE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.