OXINAS PARTNERS WEALTH MANAGEMENT
OXINAS PARTNERS, LLC Legal Name
Adviser information for OXINAS PARTNERS WEALTH MANAGEMENT last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Indiana, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 8 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,619 | $290.9M |
| Non-Discretionary | 42 | $6.2M |
| Total | 1,661 | $297.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 593 | $137.0M |
| HNW Individuals | 75 | $128.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 34 | $23.7M |
| Charitable organizations | <5 | $5.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 8 | $2.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Principal Office
607 NORTH SHORE DRIVESUITE 101
JEFFERSONVILLE
IN
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (812) 725-8649, Fax: (812) 920-0862
Chief Compliance Officer
MATTHEW WAGNER
PARTNER AND FINANCIAL ADVISOR
607 NORTH SHORE DRIVE
SUITE 101
JEFFERSONVILLE
IN
United States
Tel:
(812) 725-8649
Fax:
(812) 920-0862
M******@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Bouch, Gary, G | Individual | – | PARTNER AND FINANCIAL ADVISOR | 01/2018 | 25-50% |
| COXON, BRIAN, CHRISTOPHER | Individual | – | PARTNER AND FINANCIAL ADVISOR | 01/2018 | 25-50% |
| WAGNER, MATTHEW, THOMAS | Individual | – | PARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICER | 01/2018 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABRDN INCOME CREDIT STRATEGI | COM | 721K | 106K | – |
| ALPHABET INC | CAP STK CL A | 2M | 9K | – |
| ALPHABET INC | CAP STK CL C | 4M | 19K | – |
| AMAZON COM INC | COM | 5M | 24K | – |
| APPLE INC | COM | 8M | 36K | – |
| ARCADIUM LITHIUM PLC | COM SHS | 85K | 25K | – |
| AT&T INC | COM | 229K | 12K | – |
| AVIS BUDGET GROUP | COM | 328K | 3K | – |
| BANK AMERICA CORP | COM | 319K | 8K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 220K | 540 | – |
| BOEING CO | COM | 281K | 2K | – |
| BP PLC | SPONSORED ADR | 647K | 18K | – |
| BROADCOM INC | COM | 1M | 857 | – |
| CARNIVAL CORP | UNIT 99/99/9999 | 1M | 71K | – |
| COINBASE GLOBAL INC | COM CL A | 200K | 902 | – |
| COLGATE PALMOLIVE CO | COM | 348K | 4K | – |
| COSTCO WHSL CORP NEW | COM | 237K | 278 | – |
| DELTA AIR LINES INC DEL | COM NEW | 1M | 28K | – |
| DIREXION SHS ETF TR | DLY TECH BULL 3X | 2M | 18K | – |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 3M | 38K | – |
| DISNEY WALT CO | COM | 344K | 3K | – |
| EAGLE POINT CREDIT COMPANY I | COM | 1M | 123K | – |
| ELI LILLY & CO | COM | 484K | 534 | – |
| EXCHANGE TRADED CONCEPTS TRU | BITWISE CRYPTO | 162K | 12K | – |
| EXXON MOBIL CORP | COM | 398K | 3K | – |
| FORD MTR CO DEL | COM | 150K | 12K | – |
| GLOBAL X FDS | US PFD ETF | 363K | 18K | – |
| GOLDMAN SACHS GROUP INC | COM | 306K | 676 | – |
| HOME DEPOT INC | COM | 294K | 854 | – |
| HUMANA INC | COM | 336K | 898 | – |
| HYATT HOTELS CORP | COM CL A | 365K | 2K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 2M | 26K | – |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 1M | 11K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL REL | 2M | 67K | – |
| INVESCO QQQ TR | UNIT SER 1 | 5M | 10K | – |
| ISHARES TR | CORE S&P MCP ETF | 508K | 9K | – |
| ISHARES TR | S&P MC 400GR ETF | 738K | 8K | – |
| ISHARES TR | CORE S&P SCP ETF | 332K | 3K | – |
| ISHARES TR | CORE S&P500 ETF | 2M | 4K | – |
| ISHARES TR | S&P 500 GRWT ETF | 2M | 25K | – |
| ISHARES TR | GLOBAL TECH ETF | 1M | 15K | – |
| ISHARES TR | US CONSM STAPLES | 209K | 3K | – |
| ISHARES TR | US HLTHCARE ETF | 2M | 29K | – |
| ISHARES TR | U.S. TECH ETF | 515K | 3K | – |
| ISHARES TR | IBOXX INV CP ETF | 812K | 8K | – |
| ISHARES TR | ISHARES SEMICDTR | 576K | 2K | – |
| ISHARES TR | CORE US AGGBD ET | 527K | 5K | – |
| ISHARES TR | IBOXX HI YD ETF | 537K | 7K | – |
| ISHARES TR | ISHS 1-5YR INVS | 385K | 8K | – |
| ISHARES TR | 10-20 YR TRS ETF | 242K | 2K | – |
| ISHARES TR | INTL SEL DIV ETF | 948K | 34K | – |
| ISHARES TR | GRWT ALLOCAT ETF | 1M | 21K | – |
| ISHARES TR | FLTG RATE NT ETF | 2M | 31K | – |
| ISHARES TR | MSCI USA MIN VOL | 862K | 10K | – |
| ISHARES TR | MSCI INDIA ETF | 521K | 9K | – |
| ISHARES TR | CORE MSCI EAFE | 254K | 3K | – |
| ISHARES TR | MSCI USA MMENTM | 523K | 3K | – |
| ISHARES TR | MSCI USA QLT FCT | 261K | 2K | – |
| ISHARES TR | ESG AWR MSCI USA | 411K | 3K | – |
| ISHARES TR | HIGH YLD SYSTM B | 2M | 47K | – |
| ISHARES U S ETF TR | BLACKROCK SH DUR | 424K | 8K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 1M | 28K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 2M | 38K | – |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 1M | 23K | – |
| JPMORGAN CHASE & CO. | COM | 348K | 2K | – |
| MARRIOTT INTL INC NEW | CL A | 2M | 8K | – |
| MEDICAL PPTYS TRUST INC | COM | 52K | 12K | – |
| META PLATFORMS INC | CL A | 1M | 2K | – |
| MICROSOFT CORP | COM | 5M | 10K | – |
| NETFLIX INC | COM | 335K | 496 | – |
| NORWEGIAN CRUISE LINE HLDG L | SHS | 261K | 14K | – |
| NVIDIA CORPORATION | COM | 952K | 8K | – |
| PENN ENTERTAINMENT INC | COM | 531K | 27K | – |
| PFIZER INC | COM | 202K | 7K | – |
| PHILIP MORRIS INTL INC | COM | 228K | 2K | – |
| PIMCO ETF TR | INV GRD CRP BD | 213K | 2K | – |
| PROSHARES TR | S&P 500 DV ARIST | 3M | 34K | – |
| RECURSION PHARMACEUTICALS IN | CL A | 127K | 17K | – |
| SABRE CORP | COM | 925K | 347K | – |
| SCHWAB CHARLES CORP | COM | 372K | 5K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 247K | 4K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 276K | 4K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 3M | 26K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 773K | 10K | – |
| SELECT SECTOR SPDR TR | ENERGY | 981K | 11K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 344K | 8K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 2M | 8K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1M | 10K | – |
| SHELL PLC | SPON ADS | 218K | 3K | – |
| SHOPIFY INC | CL A | 229K | 3K | – |
| SOUTHWEST AIRLS CO | COM | 356K | 12K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 341K | 872 | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 2M | 44K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 7M | 14K | – |
| SPDR SER TR | PRTFLO S&P500 GW | 8M | 106K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 370K | 4K | – |
| SUPER MICRO COMPUTER INC | COM | 1M | 2K | – |
| SYNOPSYS INC | COM | 652K | 1K | – |
| TESLA INC | COM | 3M | 14K | – |
| UBER TECHNOLOGIES INC | COM | 758K | 10K | – |
| UNITED AIRLS HLDGS INC | COM | 3M | 57K | – |
| UNITEDHEALTH GROUP INC | COM | 779K | 2K | – |
| US BANCORP DEL | COM NEW | 288K | 7K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 358K | 1K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 437K | 1K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 296K | 591 | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 274K | 3K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3M | 25K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 760K | 11K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 207K | 1K | – |
| VERIZON COMMUNICATIONS INC | COM | 200K | 5K | – |
| VICTORY PORTFOLIOS II | VCSHS US SMCP HG | 556K | 10K | – |
| WALMART INC | COM | 638K | 9K | – |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 601K | 15K | – |
| WISDOMTREE TR | INTL SMCAP DIV | 467K | 7K | – |
| WISDOMTREE TR | US HIGH DIVIDEND | 848K | 10K | – |
| WISDOMTREE TR | US MIDCAP DIVID | 888K | 19K | – |
| WISDOMTREE TR | EMG MKTS SMCAP | 362K | 7K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 8M | 105K | – |
| WISDOMTREE TR | EM EX ST-OWNED | 464K | 15K | – |
| WISDOMTREE TR | YIELD ENHANCD US | 4M | 82K | – |
| WISDOMTREE TR | US HGH YLD CORP | 688K | 15K | – |
| WISDOMTREE TR | MORTGAGE PLUS BD | 849K | 20K | – |
| WISDOMTREE TR | US QUALITY GROW | 2M | 46K | – |