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Oxford Financial Group, Ltd.

Multifamily office listing in Carmel, Indiana, United States.

SEC-registered

Regulatory AUM: $23.3 billion
Employees: 156
Clients: 251-500
SEC CRD: 105303

Oxford Financial Group, Ltd. is a privately held, fee-only wealth and investment advisory firm founded in 1981. The firm serves family and institutional clients and reports more than $30 billion in assets under advisement, including assets under management.

Overview

Oxford delivers an integrated advisory experience for individuals and families, business owners, institutions, foundations, and endowments. Its holistic approach connects investment management with financial planning, estate planning, family governance, philanthropy, and legacy work.

Leadership

Jeffrey H. Thomasson is CEO and Managing Director. Kristina R. Baron is Co-Managing Partner and Managing Director. Robert “Bo” D. Ramsey III is Co-Managing Partner and Chief Investment Officer.

Services

Oxford provides investment advisory services, family office services, private family services, trust company services, and institutional investment services.

The firm reports special expertise in Bespoke Generational Solutions, Aspirational Solutions, and Diversifier Strategies, including work with clients whose wealth reaches eight and nine figures.

What the firm offers

Investment management
Financial planning
Estate planning
Trust and fiduciary
Philanthropy
Family governance and education
Business owner services

Client Focus

Oxford works with individuals and families, business owners, institutions, foundations, and endowments. Its services are designed to support complex financial, family, institutional, and legacy needs.

Investment Philosophy

Oxford begins by understanding each client’s goals and risk tolerance. Its investment philosophy uses outcome-based asset allocation together with innovative Aspirational Solutions and Diversifier Strategies. The firm conducts ongoing plan reviews so recommendations can evolve with client circumstances.

Client Model

Oxford’s client model pairs two Managing Directors. One focuses on investment management, while the other focuses on Family Office Services and financial planning. This structure supports coordinated advice across a client’s investment, planning, family, and legacy priorities.

Regulatory Registration

Oxford Financial Group, Ltd. is an SEC-registered investment adviser with CRD number 105303 and SEC file number 801-20692.

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 105303. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2016	$13.6 billion	$2.7 billion	$10.9 billion
2017	$13.3 billion	$2.5 billion	$10.9 billion
2018	$11.6 billion	$3.1 billion	$8.5 billion
2019	$11.0 billion	$3.9 billion	$7.1 billion
2020	$13.1 billion	$5.7 billion	$7.4 billion
2021	$14.8 billion	$6.3 billion	$8.5 billion
2022	$17.1 billion	$7.3 billion	$9.8 billion
2023	$15.6 billion	$6.5 billion	$9.1 billion
2025	$19.7 billion	$9.0 billion	$10.6 billion
2026	$23.3 billion	$11.5 billion	$11.8 billion

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 105303. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$16 million
2019	$15 million
2020	$19 million
2021	$22 million
2022	$25 million
2023	$22 million
2025	$29 million
2026	$33 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 105303. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	38
High net worth individuals	551
Pooled investment vehicles	48
Pension plans	29
Charities	18
Insurance companies	2
Corporations	11

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 105303. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2016	145
2017	150
2018	150
2019	153
2020	113
2021	117
2022	133
2023	159
2025	154
2026	156

FAQs

What services does Oxford Financial Group provide?

Oxford offers investment advisory services, family office services, private family services, trust company services, and institutional investment services.

Who does Oxford Financial Group serve?

Its stated client groups include individuals and families, business owners, institutions, foundations, and endowments.

What is Oxford Financial Group’s investment approach?

Oxford emphasizes client goals and risk tolerance, outcome-based asset allocation, Aspirational Solutions, Diversifier Strategies, and ongoing plan reviews.

How does Oxford support families and institutions?

The firm integrates investment management with financial planning, estate planning, family governance, philanthropy, and legacy work through a coordinated team model.

LocationMultifamily offices in Indiana
See this list to compare multifamily office options in Indiana, a relevant region for families and business owners considering Oxford Financial Group, Ltd. It can help you identify how firms present investment management, planning, fiduciary, and family education services for private and institutional clients.
Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, beneficiary choices, and related decisions. These topics can help a prospective client prepare questions about Oxford Financial Group, Ltd.'s estate planning, trust and fiduciary, philanthropy, and family governance services before an introductory conversation.
Network siteFamilyOffices.com
FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Its material can help readers think through governance, education, philanthropy, investment oversight, and the kinds of family or institutional needs they may want an advisory firm to address.
GuideMultifamily office fees
This overview explains common multifamily office fee structures and the factors that may affect total costs. Reviewing it can help families and business owners ask Oxford Financial Group, Ltd. how fees relate to investment management, financial planning, fiduciary work, and other services.
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Profiles of Fi3 Advisors, LLC, Indie Asset Partners, LLC, and Spidel Burnfin provide additional points of comparison on this site. Reading them can help a family or business owner compare service menus, client focus, and advisory approaches when evaluating firms similar to Oxford Financial Group, Ltd.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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