1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)

Map pinOXFORD, MS
Phone662-550-4554
NotebookSEC #801-136134
Total AUM
$141.2M
Employees
2
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2086 OLD TAYLOR ROAD
SUITE 1013
OXFORD
MS 38655
United States
Operating Hours
8 AM - 5- PM
Monday - Friday
Phone
662-550-4554

ReceiptFinancials

Total AUM
$141.2M
Accounts
128
Discretionary
$140.2M
Accounts
123
Non-Discretionary
$1M
Accounts
5

ContactClients

View more in analytics →

Individual Clients
40
AUM
$10.4M
HNW Individual Clients
28
AUM
$121M
Charitable Organization Clients
3
AUM
$9.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR

Shield checkCompliance

Disclosures

None reported

State Registrations
MS

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account