$249.8M Total AUM
$202.5M Disc. AUM
-- 3Y CAGR
8 Employees
952 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value optimaOptima +more
- Established Date
- 07-06-2023
- Office Locations
- 1
Office Locations
1900 S. Harbor City Blvd. Ste. 111 Melbourne FL
About Oxenfree Financial
OxenFree Financial is an independent Florida-based RIA (OxenFree Capital LLC) delivering fiduciary financial, investment, retirement, and estate planning for individuals, families, and small businesses. The team emphasizes transparent, education-first guidance, with CFP and enrolled agent expertise that supports tax-aware planning. The firm participates in the Dave Ramsey SmartVestor Pro network, a client-leads program.
Team overview
40 AVG AGE
$31.2M AVG AUM / ADVISOR
$262.4K AVG AUM / CLIENT
2.5 yrs AVG TENURE
8 Employees
8 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Meridian Delta Frontier beacon
Client Personas
Pathway capital
Custodian
Unison glacier Signal timber Optima Zenith Summit Oak summit Harbor radial Timber
Investment Themes
Frontier glacier Vector
Investment Vehicles
Peak
Platform
Quantum catalyst Oak Signal beacon
Services
Pioneer Prime zenith Zenith North Vital radial Bridge pioneer Ember Vector horizon
Technology
Capital Element crest Eagle zenith
Owner & Executives
JAMES XERXES PHILLIPS
President
- CRD
- #5024716
- Ownership
- 75% or more
(763) 889-1338
alpha.eagle@focuscapital.com
in linkedin.com/in/beacon-pathway
LUKE JONATHAN BUNCH
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #7733506
- Ownership
- Less than 5%
(462) 902-8281
bridge.delta@momentumcapital.com
in linkedin.com/in/momentum-pioneer
Showing 2 of 2 owners & executives
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E
Erik James Bryan
Financial Advisor, General Partner
- CRD
- #8047308
(698) 421-3071
horizon.vertex@deltacapital.com
in linkedin.com/in/frontier-catalyst
Andrew Joseph Cettina
Investment Advisor
- CRD
- #7939410
(347) 567-4838
north.vector@optimacapital.com
in linkedin.com/in/meridian-beacon
O
Oak signal
Frontier harbor
- CRD
- #71989
(253) 826-5937
bridge.vertex@harborcapital.com
in linkedin.com/in/summit-optima
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,497,131 | $127,357 |
| Non-Discretionary | $47,281,583 | $120,309 |
| Total | $249,778,714 | $125,960 |
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Separately Managed Accounts
Total SMA Asset: $249,778,714
Public Funds:
19.5% Equity - Exchange:
16.4% U.S. Government/Agency:
9.2% Cash:
9.0% Corporate - Investment Grade:
3.8% Corporate - Non-Investment Grade:
4.5% Equity - OTC:
17.8% Other:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $334,580,871 | 19.5% |
| Equity - Exchange | $281,391,092 | 16.4% |
| U.S. Government/Agency | $157,853,539 | 9.2% |
| Cash | $154,421,941 | 9.0% |
| Corporate - Investment Grade | $65,200,375 | 3.8% |
| Corporate - Non-Investment Grade | $77,210,970 | 4.5% |
| Equity - OTC | $305,412,283 | 17.8% |
| Other | $339,728,270 | 19.8% |
| Total | $1,715,799,341 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM QUANTUM | FUSION FUSION | HZGLX28EO | PWU | 8.74% | $23,219,380 |
| INSIGHT HARBOR HORIZON | UNISON PRIME | XTO0JJUEQ | DWSVG | 5.01% | $64,117,806 |
| SIGNAL MOMENTUM | MOMENTUM VITAL | JEXVTKR4X | JWHH | 3.04% | $11,524,802 |
| BEACON DELTA BEACON | ZENITH RIDGE | WYKYWASOR | CMCR | 4.50% | $43,639,309 |
| MATRIX ZENITH | HARBOR PIONEER | ZJDAID95X | KRFMR | 4.73% | $69,181,970 |
| PEAK RADIAL | PEAK TIMBER | 6ST6NNEJM | XJV | 0.92% | $66,927,883 |
| PRIME ALPHA HARBOR | MERIDIAN PRIME | 813QMGROL | CSXVA | 12.36% | $7,327,787 |
| BEACON LEGACY | OAK SUMMIT | S7DKMWMG6 | PCC | 0.94% | $50,744,317 |