Oxford Wealth Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Oxford Wealth Group reports 915 clients. They include 858 individual clients, 55 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($328M across 1,877 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 61% |
| High-net-worth individuals | 6% | 39% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 858 | $198M | 60.5% | $231K |
| High-net-worth individuals | 55 | $129M | 39.5% | $2.35M |
| Corporations and other businesses | 2 | $33.2K | 0.0% | $16.6K |
| Total | 915 | $328M | 100% | $358K |
- Clients
- 858
- Regulatory AUM
- $198M
- AUM share
- 60.5%
- Avg. per client
- $231K
- Clients
- 55
- Regulatory AUM
- $129M
- AUM share
- 39.5%
- Avg. per client
- $2.35M
- Clients
- 2
- Regulatory AUM
- $33.2K
- AUM share
- 0.0%
- Avg. per client
- $16.6K
Total
- Clients
- 915
- Regulatory AUM
- $328M
- AUM share
- 100%
- Avg. per client
- $358K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Oxford Wealth Group charges up to 2.00% a year for its Investment Advisory / Portfolio Management Services. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Financial Consulting
- One-time flat fee for financial planning or consulting, generally $500 to $3,000 per engagement, quoted before work begins.
Samuel Dixon owns 50% to 75% of Oxford Wealth Group. The leadership team of Oxford Wealth Group includes Chief Compliance Officer Roseann Higgins. It has 14 employees, 8 of them in advisory roles.
Leadership
- Roseann HigginsChief Compliance Officer
- Christopher DixonManaging Partner
- Samuel DixonManaging Partner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Scott Richard Clementi
- Samuel Josiah Dixon
- Jordan Daniel Knapke
- Christopher Clay McAnany
- Trent Michael Rogy
- Chad Anthony Safier
- Skylar Elizabeth Tyndall
Staff
- 14 employees
- 8 in advisory functions
- 8 state-registered reps
- 8 insurance agents
- Owns 50% to 75% of Oxford Wealth Group, LLC
Samuel Dixon
Control person · since March 2022
- Owns 50% to 75% of Oxford Wealth Group, LLC
Christopher Dixon
Control person · since March 2022
Oxford Wealth Group’s regulatory assets grew Infinity× from $0 (July 2022) to $328M (May 2026); employees rose from 4 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $328M | 915 | 14 | 10 |
| May 2025 | $236M | 646 | 24 | 7 |
| May 2024 | $199M | 557 | 12 | 6 |
| March 2023 | $156M | 485 | 4 | 6 |
| July 2022 | $0 | 0 | 4 | 6 |
Besides its headquarters, Oxford Wealth Group has 9 offices, with 10 listed addresses in Florida and South Carolina.
Florida · 8 listed addresses
- 111 N. Orange Avenue, Suite 775, OrlandoHQ
- 1819 Main St, Sarasota
- 1933 E. Edgewood, Lakeland
- 13241 Bartram Park BLVD, Jacksonville
- 2250 SR-50 W, Clermont
- 3030 N Rocky Point DR W, Tampa
- 1524 N. Donnelly Street, Mount Dora
- 4205 Rachel BLVD., Spring Hill
South Carolina · 2 listed addresses
- 33 Market Pointe Drive, Greenville
- 125 Eagles Nest Drive, Seneca
Contact and registration details
- Legal name
- Oxford Wealth Group, LLC
- Headquarters
- 111 N. Orange Avenue, Suite 775, Orlando, FL 32801
- Website
- oxfordadvisorygroup.com
- Phone
- 407-495-2004
- @oxfordadvisorygroup
- SEC file
- 801-124718
- Structure
- Florida LLC
- Fiscal year end
- December
Oxford Wealth Group uses Charles Schwab ($327M) as custodian for its separately managed accounts. Oxford Wealth Group has custody of $63M in client assets for 262 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $327M100%
At year end, Oxford Wealth Group’s separately managed accounts were mostly in funds (50%) and bonds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $224M across 89 positions; the largest are Invesco Exchange Traded FD T (10.5%), Invesco Exch Traded FD TR II (6.3%) and EA Series Trust (4.0%).
What the accounts hold
- Stocks18%
- Funds50%
- Bonds19%
- Cash13%
Reported 13F holdings
- $224M
- Reported 13F value
- 89
- Positions
- 43.8%
- In the 10 largest
- +22.1%
- Value vs. prior quarter
- Invesco Exchange Traded FD T · S&P Mdcp Momntum10.5%
- Invesco Exch Traded FD TR II · S&P 500 Momntm6.3%
- EA Series Trust · Bridgeway Blue4.0%
- Invesco Qqq TR · Unit Ser 14.0%
- First TR Exchange-traded FD · Wcm Intl Equity3.7%
- Invesco Exch Traded FD TR II · S&P Smallcap 6003.3%
- First TR Exchange-traded FD · FT Vest Ris3.3%
- Invesco Exch Traded FD TR II · S&P 500 Revenue3.1%
- Pacer Fds TR · US Cash Cows 1002.9%
- First TR Exchange-traded FD2.7%
Together, the ten largest are 43.8% of reported value.
How many clients does Oxford Wealth Group have?
Oxford Wealth Group has 915 clients and manages $328 million for them, as of May 2026. They include 858 individual clients, 55 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Oxford Wealth Group offer?
Oxford Wealth Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Oxford Wealth Group charge?
Oxford Wealth Group charges up to 2.00% a year for its Investment Advisory / Portfolio Management Services. The fee is billed in arrears.
Source: OXFORD WEALTH ADV PART 2A 03-17-2026, filed 17 March 2026
Which custodians does Oxford Wealth Group use?
Oxford Wealth Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $327M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Oxford Wealth Group have?
Oxford Wealth Group has 8 investment adviser representatives registered with state securities authorities, out of 14 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Oxford Wealth Group invest in?
At the end of its last fiscal year, Oxford Wealth Group’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 19% investment grade corporate bonds, 18% exchange-traded equities and 13% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Oxford Wealth Group?
Oxford Wealth Group’s direct owners are Samuel Dixon (50% to 75%) and Christopher Dixon (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Oxford Wealth Group get paid?
Oxford Wealth Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Oxford Wealth Group?
Oxford Wealth Group’s main office is at 111 N. Orange Avenue, Suite 775, Orlando, FL 32801. Its phone number is 407-495-2004. Its website is oxfordadvisorygroup.com.