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- Custodian
- Charles Schwab & Company · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-06-2011
- Office Locations
- 4
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.
Reported data analysis
What the numbers show
Between July 16, 2025 and June 19, 2026, reported AUM increased 17.5%, from $2.1B to $2.5B.
Across 5 reported observations, AUM increased 36.1% between December 12, 2022 and June 19, 2026, from $1.8B to $2.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 746 clients, or 74.6 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 4 reported office locations and 15 years in operation. The source data was last updated on June 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Oxbow Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES THEODORE OAKLEY
GENERAL 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 11 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
SMA allocation detail is available
Oxbow Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Oxbow Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.