firm profile
Oxford Financial Group, Ltd
Overview
Oxford Financial Group, Ltd is an SEC registered investment adviser based in Carmel, IN, registered since 1984. It reports $23.3B in assets under management across 6,593 accounts, with 156 employees. It has 51 investment adviser representatives.
- Reported AUM
- $23.3B
- Discretionary
- 49%
- Accounts
- 6,593
- Average account
- $3.5M
- Employees
- 156
- Advisory reps
- 51
- Registered since
- 1984
- Jurisdictions
- 27
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 13
- Jeffrey Hugh Thomasson Chief Executive Officer, Chairman of the Board CRD 1041291
- Kristina R Baron Co-Managing Partner, Corporate Director CRD 5276909
- Robert Dale Ramsey III Chief Investment Officer, Co-Managing Partner, Corporate Director CRD 7348287
10 more executive officers, with direct contact details
Advisory reps 3 of 51
- Jacqueline Kay Armstrong Investment Adviser Rep CRD 4639892
- Kristina R Baron Investment Adviser Rep CRD 5276909
- Natalie Marie Bennett Investment Adviser Rep CRD 4932897
48 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 11711 N Meridian St Ste 600
Carmel, IN 46032 - County
- Hamilton
- Metro area
- Indianapolis-Carmel-Anderson, IN
- Region
- Midwest
Registrations
- SEC registered
- Registered in 27 jurisdictions
- Website: ofgltd.com
Every state, with registration dates
Similar firms near Carmel
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- Sapient Capital LLCCarmel, IN$13.8B AUM
- Valeo Financial Advisors, LLCCarmel, IN$13B AUM
- Shepherd Financial Investment Advisory LLCCarmel, IN$6.2B AUM
- MJ RetirementCarmel, IN$5.5B AUM
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