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Oxford Capital Management

Oxford Capital Management. CRD 118359

Oxford Capital Management logo

CRD: 118359

Oxford Capital Management

Richm0nd, VA, 23230
8042822356
$170.0M Total AUM
$170.0M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · E*TRADE · Etrade
Clients
Retail
Platforms
HarborPeak +more
Established Date
01-03-2003
Office Locations
1

Office Locations

1904 Byrd Ave. Suite # 115 Richmond VA

About Oxford Capital Management

Oxford Capital Group is an international real estate investment, development and management firm focused on large-scale acquisitions and (re)developments across hotels/resorts, conference centers, senior housing, multifamily and mixed-use. Through its wholly owned Oxford Hotels & Resorts affiliate, it also concepts and operates lifestyle hospitality and food-and-beverage venues, bringing an operator-led, data-driven approach with a track record across multiple cycles since the early 1990s.

Team overview

-- AVG AGE
$85.0M AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
20.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Zenith crest Catalyst signal Oak timber Summit alpha

CRM

Vital element Ridge prime

Custodian

Atlas Wave Foundation Pioneer Oak momentum Unison matrix Atlas

Investment Vehicles

Ridge prime

Platform

Focus ember

Services

Foundation

Technology

Radial eagle Timber ember Wave north Crest wave Optima unison

Owner & Executives

K

KATHERINE GIBSON BECK

Chief Compliance Officer, VICE PRESIDENT

CRD
#5709296
Ownership
50% but less than 75%
(831) 985-6150
frontier.crest@northcapital.com
in linkedin.com/in/momentum-eagle
H

HENRY STUART GIBSON

President

CRD
#861125
Ownership
10% but less than 25%
(597) 408-2318
alpha.frontier@optimacapital.com
in linkedin.com/in/foundation-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-18-2024
02-27-2025
02-20-2026
Category Assets AVG. Account size
Discretionary $170,000,000 $1,416,667
Non-Discretionary $0 --
Total $170,000,000 $1,416,667

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Separately Managed Accounts

Total SMA Asset: $170,000,000

$170.0M Total SMA
Equity - Exchange:
31.1%
Cash:
68.9%
Asset class Assets Assets %
Equity - Exchange $1,130,627,845 31.1%
Cash $2,504,831,465 68.9%
Total $3,635,459,310 100.0%

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