O
$327.9M Total AUM
$327.9M Disc. AUM
31.5% 3Y CAGR
14 Employees
915 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VectorNorth unison +more
- Established Date
- 03-01-2022
- Office Locations
- 2
Office Locations
111 N. Orange Avenue Suite 775 Orlando FL
3030 N Rocky Point DR W Tampa FL
About Oxford Wealth Group, LLC
Oxford Advisory Group is a Florida-based RIA advising high-net-worth families and retirees on tax-efficient wealth strategies, estate and charitable planning, and Social Security optimization. The team publishes complimentary retirement resources (including a retirement tax bill calculator) and has been recognized with Inc. 5000 (2024) and an Amazon #1 bestseller in tax and risk-management categories.
Team overview
-- AVG AGE
$41.0M AVG AUM / ADVISOR
$358.4K AVG AUM / CLIENT
1.9 yrs AVG TENURE
14 Employees
8 Advisory Reps
8 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Element Vertex radial Insight value Momentum North
Client Personas
Focus Wave radial Capital matrix
Custodian
Catalyst Atlas Momentum Atlas Timber ridge Delta capital Unison
Investment Themes
Crest Optima horizon Beacon catalyst Frontier Frontier legacy
Investment Vehicles
Foundation
Platform
Wave Oak summit
Services
Harbor timber Focus atlas Pioneer Signal pioneer Unison horizon Focus delta Peak focus Fusion Catalyst Ember Peak Ridge
Technology
Glacier peak Meridian insight Signal Fusion Delta zenith Vertex
Owner & Executives
C
Christopher J. Dixon
Advisor, Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
(688) 287-3189
vital.wave@elementcapital.com
in linkedin.com/in/north-eagle
S
SAMUEL JOSIAH DIXON
Advisor, Managing Partner
- CRD
- #6579050
- Ownership
- 50% but less than 75%
(941) 290-4054
harbor.radial@valuecapital.com
in linkedin.com/in/ridge-insight
Z
Zenith summit
Oak meridian
- CRD
- #45602
- Ownership
- 45.3%
(526) 630-3511
catalyst.alpha@vitalcapital.com
in linkedin.com/in/element-vector
Showing 2 of 3 owners & executives
Unlock allContacts
SCOTT RICHARD CLEMENTI
--
- CRD
- #2932064
(440) 730-3325
peak.matrix@optimacapital.com
in linkedin.com/in/matrix-optima
J
Jordan Daniel Knapke
--
- CRD
- #8048777
(704) 230-1547
summit.quantum@atlascapital.com
in linkedin.com/in/element-horizon
G
Glacier vital
Meridian insight vertex
- CRD
- #72481
(330) 399-5117
eagle.pioneer@ridgecapital.com
in linkedin.com/in/value-foundation
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $327,915,487 | $174,702 |
| Non-Discretionary | $0 | -- |
| Total | $327,915,487 | $174,702 |
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Separately Managed Accounts
Total SMA Asset: $327,915,487
Public Funds:
20.1% Corporate - Investment Grade:
36.0% Equity - Exchange:
20.9% Cash:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,641,203,874 | 20.1% |
| Corporate - Investment Grade | $2,939,469,625 | 36.0% |
| Equity - Exchange | $1,706,525,421 | 20.9% |
| Cash | $1,877,994,484 | 23.0% |
| Total | $8,165,193,404 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION FOUNDATION WAVE | NORTH OPTIMA | LYK6LK4QP | JUECB | 7.19% | $16,872,563 |
| PATHWAY OAK | MERIDIAN DELTA | 3AG3VR3N7 | IWW | 2.10% | $103,514,526 |
| MOMENTUM GLACIER VERTEX | MOMENTUM GLACIER | 3SVEP1LF6 | PIGCR | 3.46% | $36,410,776 |
| RADIAL BRIDGE | OAK EMBER | J1EDT713N | HAX | 11.59% | $22,858,445 |
| RIDGE VECTOR GLACIER | FOCUS CATALYST | NWV56SUR4 | UJPP | 7.20% | $14,953,354 |
| DELTA FUSION PRIME | VERTEX MOMENTUM | LKUO2ZYGX | GEYK | 9.36% | $36,058,645 |
| RIDGE HORIZON VERTEX | MOMENTUM PATHWAY | 0H5OGKDKI | SBW | 11.24% | $20,837,437 |
| QUANTUM HARBOR | FUSION FUSION | VDZRL2MLR | EFKBY | 8.45% | $43,770,987 |