Oxford Financial Group, Ltd

Oxford Financial Group, Ltd.™ is a registered investment adviser founded in 1981 by Jeffrey H. Thomasson. The firm operates as a fee-only financial and investment advisory firm, focusing on enhancing clients' financial lives and legacies. Services include family office services, Chief Investment Officer (CIO) services, and tailored services like M25 Counsel and Swindon Transition Counsel®. The firm offers a wide range of services, access to global investment opportunities, and multi-generational estate and financial planning strategies. For family office services, clients engage in financial planning, investment planning for family wealth, and family strategic planning. The CIO services include developing Investment Policy Statements, investment manager search and selection, and performance monitoring. The firm does not participate in wrap-fee programs and has assets under management of $19.65 billion as of December 31, 2024. Fees for CIO services vary based on the type of assets managed, with fees ranging from 0.20% to 2.00% based on the asset value. The firm does not charge performance-based fees. Oxford does not participate in soft dollar arrangements and has a policy to correct trade errors to ensure clients are not harmed. The firm offers discretionary and non-discretionary investment services, with discretionary services allowing Oxford to make adjustments to client portfolios without seeking client approval each time. Oxford does not exercise proxy voting authority over client securities. Clients receive quarterly account statements and periodic reviews of their accounts. Oxford has not had any adverse financial conditions affecting its ability to meet commitments.