Hedge Fund Database

OXFORD WEALTH GROUP, LLC

Adviser information for OXFORD WEALTH GROUP, LLC last updated from Form ADV on March 22nd, 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 Florida, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,164 $197.3M
Non-Discretionary 26 $1.5M
Total 1,190 $198.9M

Clients

Type Number RAUM
Individuals 524 $142.0M
HNW Individuals 33 $56.9M
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 0 $0
Charitable organizations 0 $0
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 0 $0
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 businessesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-124718
SEC ERA File Number 801-124718
SEC CIK Numbers 2007082
SEC CRD Numbers 319561
Legal Entity Identifier None

Principal Office

111 N. ORANGE AVENUE
SUITE 775
ORLANDO
FL
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 407-495-2004, Fax: None

Websites

www.facebook.com/oxfordadvisorygroup www.linkedin.com/company/oxfordadvisorygroup/ www.instagram.com/oxfordadvisorygroup/ oxfordadvisorygroup.com/

Chief Compliance Officer

ROSEANN HIGGINS
255 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel: 513-977-8459
(Full email address available in API data)

Industry Affiliates

OXFORD ADVISORY GROUP, LLC Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DIXON, SAMUEL, JOSIAH Individual – MANAGING PARTNER 03/2022 50-75%
Dixon, Christopher, J. Individual – MANAGING PARTNER 03/2022 50-75%
HIGGINS, ROSEANN Individual – CHIEF COMPLIANCE OFFICER 03/2024 < 5%

No. Employees, Historic

2010020222023202420254 on 3/23/20224 on 7/11/20224 on 7/11/20224 on 7/13/20224 on 8/5/20224 on 8/23/20224 on 8/23/20224 on 9/23/20224 on 11/7/20224 on 2/6/20234 on 3/14/202312 on 12/13/202312 on 12/13/202312 on 2/22/202412 on 3/22/2024

RAUM, Historic

200M100M020222023202420250 on 3/23/20220 on 7/11/20220 on 7/11/20220 on 7/13/2022131740206 on 8/5/2022131740206 on 8/23/2022131740206 on 8/23/2022131740206 on 9/23/2022131740206 on 11/7/2022131740206 on 2/6/2023156367281 on 3/14/2023156367281 on 12/13/2023156367281 on 12/13/2023156367281 on 2/22/2024198868022 on 3/22/2024

No. Clients, Historic

600300020222023202420250 on 3/23/20220 on 7/11/20220 on 7/11/20220 on 7/13/2022448 on 8/5/2022448 on 8/23/2022448 on 8/23/2022448 on 9/23/2022448 on 11/7/2022448 on 2/6/2023485 on 3/14/2023485 on 12/13/2023485 on 12/13/2023485 on 2/22/2024557 on 3/22/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADOBE INC COM 2M 4K 0
ADVANCED MICRO DEVICES INC COM 254K 2K 0
ALBEMARLE CORP COM 845K 9K 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 1M 20K 0
ALPHABET INC CAP STK CL C 543K 3K 0
ALPHABET INC CAP STK CL A 4M 21K 0
AMAZON COM INC COM 4M 22K 0
AMGEN INC COM 315K 1K 0
APPLE INC COM 5M 24K 0
ASML HOLDING N V N Y REGISTRY SHS 3M 3K 0
BOEING CO COM 2M 11K 0
BROADCOM INC COM 244K 152 0
CADENCE DESIGN SYSTEM INC COM 535K 2K 0
CHENIERE ENERGY INC COM NEW 2M 10K 0
CHEVRON CORP NEW COM 2M 10K 0
CITIGROUP INC COM NEW 2M 26K 0
COSTCO WHSL CORP NEW COM 923K 1K 0
CROWDSTRIKE HLDGS INC CL A 202K 527 0
CYBERARK SOFTWARE LTD SHS 209K 764 0
DIREXION SHS ETF TR DAILY 20+ YEAR T 221K 5K 0
DRAFTKINGS INC NEW COM CL A 408K 11K 0
ELEVANCE HEALTH INC COM 2M 4K 0
ELI LILLY & CO COM 4M 4K 0
EXXON MOBIL CORP COM 2M 21K 0
FREEPORT-MCMORAN INC CL B 1M 22K 0
HOME DEPOT INC COM 426K 1K 0
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 2M 38K 0
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 24M 215K 0
INVESCO QQQ TR UNIT SER 1 4M 9K 0
IONQ INC COM 273K 39K 0
ISHARES TR MSCI USA MMENTM 4M 21K 0
JPMORGAN CHASE & CO. COM 2M 9K 0
LAM RESEARCH CORP COM 479K 450 0
LOCKHEED MARTIN CORP COM 1M 3K 0
MARKETAXESS HLDGS INC COM 309K 2K 0
MASTERCARD INCORPORATED CL A 2M 3K 0
MCKESSON CORP COM 2M 3K 0
MERCK & CO INC COM 1M 12K 0
META PLATFORMS INC CL A 5M 9K 0
MICROSOFT CORP COM 5M 11K 0
MICROSTRATEGY INC CL A NEW 298K 216 0
NETFLIX INC COM 685K 1K 0
NOVARTIS AG SPONSORED ADR 1M 10K 0
NOVO-NORDISK A S ADR 2M 16K 0
NVIDIA CORPORATION COM 4M 35K 0
NXP SEMICONDUCTORS N V COM 269K 1K 0
OLD DOMINION FREIGHT LINE IN COM 2M 9K 0
ORACLE CORP COM 2M 17K 0
PACER FDS TR US CASH COWS 100 24M 431K 0
PALANTIR TECHNOLOGIES INC CL A 468K 18K 0
PALO ALTO NETWORKS INC COM 2M 5K 0
PFIZER INC COM 1M 53K 0
PLUG POWER INC COM NEW 245K 105K 0
RECURSION PHARMACEUTICALS IN CL A 356K 47K 0
RIVIAN AUTOMOTIVE INC COM CL A 195K 15K 0
SALESFORCE INC COM 1M 4K 0
SCHRODINGER INC COM 276K 14K 0
SNOWFLAKE INC CL A 389K 3K 0
SPDR SER TR BLOOMBERG 1-3 MO 3M 33K 0
T-MOBILE US INC COM 325K 2K 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 556K 3K 0
TELADOC HEALTH INC COM 180K 18K 0
TESLA INC COM 313K 2K 0
UNITEDHEALTH GROUP INC COM 3M 5K 0
UNITY SOFTWARE INC COM 347K 21K 0
VISA INC COM CL A 2M 6K 0
WALMART INC COM 272K 4K 0
ZSCALER INC COM 211K 1K 0