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OXFORD FINANCE ADVISORS, LLC

C22
CRD 304433·SEC 801-126145·ALEXANDRIA, VA
AUM
$2.41B
$1B+
Est. Revenue
$24.1M
@ 1% on AUM
Est. EBITDA
$7.2M
@ 30% margin
Est. Deal Value
$57.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OXFORD FINANCE ADVISORS, LLC
CRD
304433
SEC file #
801-126145
EIN
000000000
DBA names
—

Economics

AUM
$2.41B
AUM band
$1B+
AUM trajectory
'23'26
$659.9M → $2.41B▲ +265%
Client mix
Pooled Investment Vehicles3
Other1

Operations

Employees (total)
84
Advisory staff (per ADV)
80
Advisory staff (5-yr trend)
'23'26
65 advisors → 80 advisors▲ +23%
Primary office
ALEXANDRIA VA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OXFORD FINANCE LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
OXFORD FINANCE LLC
FEATHERLY, COLETTE, HASTINGS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001905547
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-01-20
Edgar Last Filing Date
2022-01-20
Edgar Form D Count
1
Edgar Form D Offerings
2022-01-202022-01-20 · 0001905547-22-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
C/O OXFORD FINANCE115 SOUTH UNION STREET, SUITE 300ALEXANDRIA, VA 22314
Business
C/O OXFORD FINANCE115 SOUTH UNION STREET, SUITE 300ALEXANDRIA, VA 22314
Edgar EIN
000000000
Edgar Recent Filings
D2022-01-20 · 0001905547-22-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
FEATHERLY, COLETTE, HASTINGS
Executive Officer · 2.5%
4430791
FRIEDMAN, JOSHUA, MORRIS
Executive Officer · 2.5%
7138870
HOUSER, HANS, STRICKLER
Executive Officer · 2.5%
1864378
LEX, TIMOTHY, ARTHUR
Executive Officer · 2.5%
2747684
PHILBRICK, JOHN, ALDEN
Executive Officer · 2.5%
1653007
SCAVETTI, JOSEPH, JULIAN
Executive Officer · 2.5%
2275422