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- Custodian
- Charles Schwab & Company · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-06-2011
- Office Locations
- 5
Office Locations
About Oxbow Advisors, LLC
Oxbow Advisors is a Texas-based RIA serving high-net-worth investors—often entrepreneurs and families navigating liquidity events like a business sale or inheritance. The team focuses on thoughtful portfolio construction and financial planning aimed at preserving wealth through market cycles, using a balanced, multi-asset approach that includes fixed income and ETFs. Founder J. Ted Oakley’s books and dedicated “sold your business” resources reflect their post-liquidity specialization.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES THEODORE OAKLEY
Limited Partner, Managing Member
- CRD
- #813008
- Ownership
- 50% but less than 75%
CHANCE MICHAEL FINUCANE
Chief Investment Officer, Partner
- CRD
- #6938549
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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THOMAS MILTON CRAIN III
Investment Advisor Representative
- CRD
- #5956732
DANA BUTTREY CROSWHITE
Investment Advisor
- CRD
- #1371905
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,464,526,181 | $1,383,011 |
| Non-Discretionary | $0 | -- |
| Total | $2,464,526,181 | $1,383,011 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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