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The fee is billed in arrears and is negotiable.","source":"OXBOW ADVISORS, LLC FORM ADV PART 2A, filed 19 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Oxbow Advisors use?","answer":"Oxbow Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.74B and RBC Capital Markets, LLC (New York, NY), with $679M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oxbow Advisors have?","answer":"Oxbow Advisors has 11 investment adviser representatives registered with state securities authorities, out of 13 employees, and 10 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oxbow Advisors invest in?","answer":"At the end of its last fiscal year, Oxbow Advisors’ separately managed accounts held 42% U.S. government and agency bonds, 31% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 5% state and local bonds, 4% pooled vehicles (private funds and similar), 2% investment grade corporate bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oxbow Advisors?","answer":"Oxbow Advisors’ direct owners are James Oakley (50% to 75%), William Oakley (5% to 10%) and Chance Finucane (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oxbow Advisors get paid?","answer":"Oxbow Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}