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OXBOW ADVISORS, LLC
AUSTIN, TX
512-386-1088
SEC #801-72387Total AUM
$2.5B
Employees
13Clients
744Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
200 WEST 6TH STREET
SUITE 1920
AUSTIN
TX 78701
United States
SUITE 1920
AUSTIN
TX 78701
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
512-386-1088
Other Offices
2
Financials
Total AUM
$2.5B
Accounts
1,782Discretionary
$2.5B
Accounts
1,782Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
347AUM
$255.7M
HNW Individual Clients
341AUM
$1.7B
Pension/Profit Sharing Plan Clients
3AUM
$13.6M
Charitable Organization Clients
7AUM
$53.7M
Investment Advisor Clients
1AUM
$7.2M
Corporation or Business Clients
45AUM
$395.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
INDIVIDUAL CONSULTATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.