CRD: 149447
Fruge' Capital Advisors, LLC (Formerly Oxford Investment ADV)
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-02-2009
- Office Locations
- 1
Office Locations
About Fruge' Capital Advisors, LLC (Formerly Oxford Investment ADV)
Fruge' Capital Advisors is an Oxford, MS-based RIA serving retail and institutional clients with investment management and comprehensive financial planning (tax, estate, insurance, portfolio construction). Portfolios emphasize ETFs alongside mutual funds and municipal bonds, with an active, risk-managed asset allocation approach that may incorporate SRI and liquid alternatives. Custody is primarily at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DON L. FRUGE
Chairman, Chief Executive Officer, Investment Advisor
- CRD
- #5421238
- Ownership
- 50% but less than 75%
DON L. FRUGE JR.
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5421200
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,208,702 | $1,139,908 |
| Non-Discretionary | $1,000,187 | $200,037 |
| Total | $141,208,889 | $1,103,194 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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