O
$25.4M Total AUM
$25.4M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Signal optimaMatrix
- Established Date
- 10-28-2021
- Office Locations
- 1
Office Locations
301 Edgewater Place Suite 100 Wakefield MA
About Oxford Martin, LLC
Oxford Martin, LLC is a technology-forward advisor delivering personalized portfolios and tax planning for retail investors. Portfolios lean heavily on ETFs and public funds with a modest investment-grade bond sleeve, and are custodied with Charles Schwab.
Team overview
-- AVG AGE
$25.4M AVG AUM / ADVISOR
$471.1K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Summit Alpha wave
Client Personas
Summit
Custodian
Pathway north Radial
Investment Themes
Insight
Investment Vehicles
Horizon
Services
Radial Eagle optima Zenith horizon Peak Summit glacier
Technology
Atlas Vital
Owner & Executives
ERIC RYAN MARTIN
Chief Compliance Officer, President
- CRD
- #7315457
- Ownership
- 75% or more
(709) 734-5836
glacier.ridge@harborcapital.com
in linkedin.com/in/optima-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,441,739 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,441,739 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,441,739
Equity - Exchange:
23.2% Public Funds:
5.8% Corporate - Investment Grade:
21.8% Cash:
16.4% Municipal Bonds:
9.3% U.S. Government/Agency:
23.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $673,013,739 | 23.2% |
| Public Funds | $168,253,435 | 5.8% |
| Corporate - Investment Grade | $632,400,841 | 21.8% |
| Cash | $475,751,091 | 16.4% |
| Municipal Bonds | $269,785,680 | 9.3% |
| U.S. Government/Agency | $681,716,502 | 23.5% |
| Total | $2,900,921,288 | 100.0% |