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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-1984
- Office Locations
- 9
Office Locations
About Oxford Financial Group, LTD
Oxford Financial Group, Ltd. is an independent, SEC-registered RIA providing financial planning and investment planning for high-net-worth individuals and families. The firm builds portfolios using asset allocation and portfolio construction across public funds, ETFs, fixed income and select alternatives. Custody relationships include Fidelity/NFS and Pershing. Recognized in 2025 rankings for independent HNW RIAs (Financial Advisor, Worth, InvestmentNews).
Reported data analysis
What the numbers show
Between June 25, 2025 and July 9, 2026, reported AUM increased 18.7%, from $19.7B to $23.3B.
Across 5 reported observations, AUM increased 36.7% between October 10, 2022 and July 9, 2026, from $17.1B to $23.3B.
Of the latest reported AUM, 49.5% is discretionary and 50.5% is non-discretionary.
The firm reports 36 advisory representatives and 697 clients, or 19.4 clients per representative. That equates to $33.5M in reported AUM per client.
The profile lists 9 reported office locations and 42 years in operation. The source data was last updated on July 9, 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
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Oxford Financial Group, LTD record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KRISTINA R BARON
Co-Managing Partner, Managing Director
- CRD
- #5276909
- Ownership
- Less than 5%
JARRET D. BLUM
Chief Development Officer, Managing Director
- CRD
- #4380142
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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JACQUELINE KAY ARMSTRONG
Managing Director
- CRD
- #4639892
NATALIE MARIE BENNETT
--
- CRD
- #4932897
Showing 2 of 55 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,539,687,295 | $2,218,744 |
| Non-Discretionary | $11,791,162,438 | $8,470,663 |
| Total | $23,330,849,733 | $3,538,730 |
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Separately Managed Accounts
SMA allocation detail is available
Oxford Financial Group, LTD has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Oxford Financial Group, LTD's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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