Nathan Kallal has been an investment adviser representative at OxenFree Capital since July 2023, and is not listed among the firm’s executive officers or direct owners.
Oxenfree Capital LLC is a Melbourne, FL firm with $250M under management, 950 clients and 8 advisers across 2 offices, as of its June 2026 filing.
Nate Kallal is Financial Advisor of OxenFree Financial. He has led the firm's Orlando office since 2020 and focuses on helping clients retire with the financial freedom to make decisions based on their values. Previously, he spent eight years teaching Economics and History and coaching sports.
Nathan Kallal’s longest registration is the current one, 3 years at OxenFree Capital since 2023. Before joining OxenFree Capital in 2023, Nathan Kallal was registered through Affinity Financial Advisors.
- Affinity Financial Advisors– · 3 yearsSatellite Beach, FL · Adviser representative · Firm CRD 114412
Investment adviser representative registrations
Nathan Kallal is registered as an investment adviser representative in 2 states. The first approvals date from July 2023; the most recent is Texas, in October 2023.
- FloridaSince 10 July 2023
- TexasSince 9 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nathan R Kallal
- CRD
- 7285034
- Firm
- OxenFree Capital · CRD 327105
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oxenfreefinancial.com
Where does Nathan Kallal work?
Nathan Kallal is an investment adviser representative registered through Oxenfree Capital LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Kallal a financial advisor?
Yes. Nathan Kallal has a current investment-adviser registration in Florida and Texas, through OxenFree Capital since July 2023.
How many years of experience does Nathan Kallal have?
Nathan Kallal has 6 years in the financial industry, since August 2020, across 2 adviser firms.
What exams has Nathan Kallal passed?
Nathan Kallal passed the Series 65 in August 2020.
Is Nathan Kallal registered with FINRA?
No. Nathan Kallal has no current broker registration.
How can I verify Nathan Kallal’s record?
Search CRD 7285034 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Kallal’s full registration record.
