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Robert Ramsey

Chief Investment Officer, Co- Managing Partner, Corporate Director at Oxford Financial Group

Investment adviser registrationCarmel, IN

Robert Ramsey is Chief Investment Officer, Co- Managing Partner, Corporate Director of Oxford Financial Group, LTD. LLC, a Carmel investment adviser managing $23.3B. Robert Ramsey has been registered as an investment adviser representative through Oxford Financial Group since 19 March 2021, has 5 years in the industry across 1 firm and has passed the Series 30.

5
Years in industry
5
Years at firm
1
Adviser firms
2
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Robert Ramsey has been Chief Investment Officer, Co- Managing Partner, Corporate Director of Oxford Financial Group since January 2022. Robert Ramsey is a control person of the firm and directly owns under 5% of it. Robert Ramsey earned a BS and MBA from Indiana University and a JD.

Oxford Financial Group, LTD. LLC is a Carmel, IN firm with $23.3B under management, 697 clients and 36 advisers across 7 offices, as of its July 2026 filing.

Bo Ramsey oversees Oxford’s Investment Management Group and Investment Fellows, setting the investment vision and leading diligence, allocation and private-markets research. Before Oxford, he was co-CIO at Pendyne and deputy CIO at the Indiana Public Retirement System.

  1. Oxford Financial Group, LtdCurrent
    – present · 5 years
    Carmel, IN · Adviser representative · Firm CRD 105303

Credentials and registrations

Professional designations

Listed by Oxford Financial Group

  • CFA
  • CAIA

Investment adviser representative registrations

Florida25 July 2024
Status
Approved
Indiana19 March 2021
Status
Approved

Examinations

Series 302 September 2021
Name
NFA Branch Manager Examination

Individual record

Full name
Robert Dale Ramsey
CRD
7348287
Office
11711 NORTH MERIDIAN STREET, SUITE 600, Carmel, IN 46032
Firm bio
ofgltd.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Robert Ramsey work?

Robert Ramsey has been Chief Investment Officer, Co- Managing Partner, Corporate Director of Oxford Financial Group, LTD. LLC since January 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 July 2026

Is Robert Ramsey a financial advisor?

Yes. Robert Ramsey has a current investment-adviser registration in Florida and Indiana, through Oxford Financial Group since March 2021.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Robert Ramsey have?

Robert Ramsey has 5 years in the financial industry, since March 2021, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Robert Ramsey passed?

Robert Ramsey passed the Series 30 in September 2021.

Source: IAPD individual record, checked 18 October 2026

Where is Robert Ramsey based?

Robert Ramsey’s registered office is in Carmel, IN.

Source: IAPD individual record, checked 18 October 2026

Is Robert Ramsey a CFA charterholder?

Oxford Financial Group lists Robert Ramsey with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.

Source: Oxford Financial Group biography

Leadership at Oxford Financial Group

Sources

  1. IAPD individual record, CRD 7348287. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Oxford Financial Group, LTD. LLC, filed 9 July 2026. Title, control and ownership bands.
  3. Oxford Financial Group team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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