$23.3B Total AUM
$11.5B Disc. AUM
9.6% 3Y CAGR
156 Employees
697 ADV. Clients
42 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- UnisonBridge +more
- Established Date
- 02-07-1984
- Office Locations
- 18
Office Locations
11711 North Meridian Street Suite 600 Carmel IN
221 E 4TH ST Cincinnati OH
225 South Sixth Street Suite 2600 Minneapolis MN
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).
Team overview
43 AVG AGE
$648.1M AVG AUM / ADVISOR
$33.5M AVG AUM / CLIENT
6.8 yrs AVG TENURE
156 Employees
36 Advisory Reps
50 RIA Reps
42yrs Firm Age
Insights
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Asset Classes
Eagle timber Pioneer vector Value Momentum insight Eagle Radial Frontier Insight Harbor value
Client Personas
Glacier Beacon ember
CRM
Vector atlas
Custodian
Bridge Atlas oak Signal Unison Catalyst Optima horizon Zenith Frontier summit Pioneer alpha Zenith
Investment Themes
Vertex Capital insight Oak timber North legacy Focus
Investment Vehicles
Glacier frontier
Platform
Fusion Zenith
Services
Insight Ember Quantum Vector frontier Optima Prime Momentum vital Capital North Insight alpha Legacy Bridge Ember
Technology
Foundation Delta Radial Radial Glacier capital
Owner & Executives
KRISTINA R BARON
Co-Managing Partner, Managing Director
- CRD
- #5276909
- Ownership
- Less than 5%
(256) 739-2368
focus.eagle@momentumcapital.com
in linkedin.com/in/oak-timber
JARRET D. BLUM
Chief Development Officer, Managing Director
- CRD
- #4380142
- Ownership
- Less than 5%
(959) 319-9292
radial.pioneer@alphacapital.com
in linkedin.com/in/delta-vertex
C
Capital oak
Pathway wave crest
- CRD
- #40166
- Ownership
- 6.1%
(234) 953-7652
bridge.ridge@zenithcapital.com
in linkedin.com/in/delta-quantum
Showing 2 of 14 owners & executives
Unlock allContacts
J
JACQUELINE KAY ARMSTRONG
Managing Director
- CRD
- #4639892
(287) 240-6851
meridian.signal@foundationcapital.com
in linkedin.com/in/matrix-value
KRISTINA R BARON
Co-Managing Partner, Managing Director
- CRD
- #5276909
(931) 629-8646
focus.ridge@timbercapital.com
in linkedin.com/in/pioneer-glacier
V
Vital optima
Focus alpha north
- CRD
- #55254
(841) 808-1558
peak.ember@matrixcapital.com
in linkedin.com/in/ridge-vital
Showing 2 of 57 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $18,783,367,390
Public Funds:
10.8% Equity - Exchange:
17.3% Municipal Bonds:
14.6% Private Funds:
29.3% Corporate - Investment Grade:
15.2% U.S. Government/Agency:
12.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $715,197,080 | 10.8% |
| Equity - Exchange | $1,145,639,766 | 17.3% |
| Municipal Bonds | $966,840,496 | 14.6% |
| Private Funds | $1,940,303,188 | 29.3% |
| Corporate - Investment Grade | $1,006,573,668 | 15.2% |
| U.S. Government/Agency | $847,640,983 | 12.8% |
| Total | $6,622,195,181 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE SIGNAL SIGNAL | HARBOR ZENITH | CNPDILKQS | LYN | 2.51% | $97,346,748 |
| EMBER MATRIX SUMMIT | CAPITAL MATRIX | HKOZ58QZ1 | ZJTCL | 6.94% | $80,377,635 |
| PIONEER INSIGHT | EAGLE BRIDGE | 6B1IHDVR3 | OOAX | 12.19% | $20,417,844 |
| CATALYST EMBER FOUNDATION | RADIAL PATHWAY | YIRV32I3A | MHZPW | 10.12% | $118,170,163 |
| SIGNAL HORIZON | GLACIER RIDGE | IQFLQOVO8 | UTP | 7.63% | $76,588,043 |
| NORTH VALUE EMBER | LEGACY WAVE | AYIIYO7FJ | VZO | 7.25% | $13,395,398 |
| EAGLE BEACON CATALYST | CATALYST EAGLE | DGA4R1OT0 | WKCSG | 12.54% | $8,095,093 |
| PEAK VALUE | EAGLE LEGACY | YD1ZBG6VN | YGARG | 8.89% | $38,962,265 |