About Oxford Financial Group
Oxford Financial Group is a Financial Services company based in Carmel (United States) founded in 1981. It provides investment advisory, family office, and institutional consulting services to clients. It operates on a Fee-Only and B2B model. The company has 145 employees. Oxford Financial Group has completed 4 acquisitions, including Clayens, Comtronic Systems and IDW. Oxford Financial Group offers products and services including Investment Advisory Services, Family Office Services, and Institutional Consulting Services. Its focus areas include Finance, Wealth Management, Family Office and Generational Planning. Its legal entity is OXFORD FINANCIAL GROUP, LTD. Similar companies include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street; 2 of its 3 listed similar companies have raised funding.
Company details
Oxford Financial Group, Ltd. is a registered investment advisor specializing in wealth management, offering services like investment advice, family office support, and institutional consulting. It operates through a fee-only model, focusing on financial planning for individuals, families, and institutions. Based in multiple U.S. locations including Chicago and Atlanta, it emphasizes personalized strategies and fiduciary roles to help clients manage assets and plan for retirement.
- Headquarters Carmel, United States
- Employees 145
- SectorsFinancial Services
- Phone•••• ••••
- Website ofgltd.com
- Legal Name Oxford Financial Group, Ltd.
- Employee Count145
- Investments & AcquisitionsClayens
& 3 more
Products & Services of Oxford Financial Group
Oxford Financial Group offers a comprehensive portfolio of products and services, including Investment Advisory Services, Family Office Services, and Institutional Consulting Services.
Provides personalized investment advice and management for individual clients.
Offers administrative and philanthropic support for high-net-worth families.
Delivers expertise in retirement plans and endowments for organizations.
People of Oxford Financial Group
28 people are tracked at Oxford Financial Group (27 in leadership, 1 in team); the tracked headcount is 145.
| Name | Role | Group |
|---|---|---|
Timothy M. Dean | Chief Financial Officer | Leadership |
Jeffrey H. Thomasson | CEO and Managing Director | Leadership |
Sue A. McMillen | Chief Talent Officer | Leadership |
Travis Armstrong | Senior Director, Investment Operations And Technology | Leadership |
Jarret D. Blum | Chief Development Officer (cdo) And Managing Director | Leadership |
Brian Copsey | Chief Financial Officer | Leadership |
Terrence M. LaBant | Chief Wealth Planning Officer & Family Office Fellow | Leadership |
K. Paige Kirkland | Managing Director & Family Office Fellow | Leadership |
Scott M. Simmons | Managing Director & Family Office Fellow | Leadership |
Kara J. Talbott | Managing Director & Family Office Fellow | Leadership |
J. Parker Mitchell | Managing Director | Leadership |
Kristina R. Baron | Co-Managing Partner & Managing Director | Leadership |
C. Richard Davis II | Managing Director | Leadership |
Barton C. Francis | Managing Director | Leadership |
Daniel J. Ford | Managing Director & Oxford Investment Fellow | Leadership |
Robert D. Ramsey III | Co-Managing Partner & Chief Investment Officer | Leadership |
David M. Lewis | Managing Director & Oxford Investment Fellow | Leadership |
Ben A. Ault | Managing Director, Private Equity & Oxford Investment Fellow | Leadership |
Robert L. Webb | Managing Director & Oxford Investment Fellow | Leadership |
Carl S. Jackson | Managing Director | Leadership |
8 more people are available in the full profile.
Complete people profiles for Oxford Financial Group
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Investments & Acquisitions by Oxford Financial Group
Oxford Financial Group has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Clayens, Comtronic Systems and IDW.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Commercial refrigeration products are manufactured and supplied worldwide. | idw.global | Rancho Cucamonga, United States | 2000 | May 2018 | •••• | |
Clayens is engaged in transforming high-performance polymers and composites. | parkwayproducts.com | Florence, United States | 1946 | Sep 2006 | •••• | |
Debt collection software is developed by Comtronic Systems for businesses. | comtronicsystems.com | Cle Elum, United States | 1998 | Aug 2003 | •••• | |
Accounts receivable management solutions are provided for healthcare. | ontariosystems.com | Muncie, United States | 1980 | Aug 2003 | •••• |
Complete acquisition details for Oxford Financial Group
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Timeline of Oxford Financial Group
5 dated milestones of Oxford Financial Group across 37 years, from founding to its latest funding, stage changes and deals.
- Founded Oxford Financial Group is founded.
- Acquisition Acquires Ontario Systems.
- Acquisition Acquires Comtronic Systems.
- Acquisition Acquires Clayens.
- Acquisition Acquires IDW.
Similar companies to Oxford Financial Group
Oxford Financial Group has 3 listed similar companies in our database, 2 of them funded. They include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| stonehagefleming.com | 1976 | Philadelphia, United States | $116.44M | Multi-family office services are provided to high-net-worth clients. | ||
| rockco.com | 1882 | New York, United States | $622M | Multi-family office services are provided to high-net-worth clients. | ||
| pathstone.com | 2010 | Fort Lee, United States | 200 | Provider of multi family office services |
Detailed similar companies of Oxford Financial Group
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Web traffic of Oxford Financial Group
The website of Oxford Financial Group (ofgltd.com) receives about 5.3K visits a month.
- Monthly visits5.3K
▼ 8.7% vs previous month
Websites whose visitors overlap most with Oxford Financial Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| hightoweradvisors.com | 100% | 54.3K | #1,286,961 | View details | |
| odcm.com | 98% | View details |
Top companies in Single Family Offices
3 companies that operate in the same segment as Oxford Financial Group (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | 58 | |||
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States |
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Related news about Oxford Financial Group
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Frequently Asked Questions about Oxford Financial Group
Oxford Financial Group was founded in 1981.
Oxford Financial Group is headquartered in Carmel, United States. It is registered at Carmel, California, United States.
Oxford Financial Group has 145 employees.
Oxford Financial Group, Ltd. is a registered investment advisor specializing in wealth management, offering services like investment advice, family office support, and institutional consulting. It operates through a fee-only model, focusing on financial planning for individuals, families, and institutions. Based in multiple U.S. locations including Chicago and Atlanta, it emphasizes personalized strategies and fiduciary roles to help clients manage assets and plan for retirement.
Oxford Financial Group's top competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
Oxford Financial Group offers Investment Advisory Services, Family Office Services, and Institutional Consulting Services.
Oxford Financial Group has made 4 acquisitions, including Clayens, Comtronic Systems, and IDW.
Oxford Financial Group operates through Oxford Financial Group, Ltd..