Data / Investment advisers / Virginia / Oxford Finance Advisors, LLC
Oxford Finance Advisors, LLC, Alexandria, VA: $2.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Oxford Finance Advisors, LLC is an SEC registered investment adviser with its main office in Alexandria, Virginia and reports $2.4 billion in regulatory assets under management in its Form ADV filed August 27, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 304433
- SEC file number
- 801-126145
- SEC status
- Approved, effective July 22, 2022
- Main office
- 115 South Union Street Suite 300, Alexandria, VA 22314
- Phone
- (703) 519-4900
- Regulatory AUM
- $2,406,939,233 in the Form ADV filed August 27, 2026
- Discretionary AUM
- $2,406,939,233
- Accounts
- 4
- Employees
- 84, of which 80 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 4: 3 hedge funds, 1 securitized asset fund
- Gross assets of private funds
- $2,627,571,461
- Other offices
- 9
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $2.21 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.41 billion | March 27, 2026 |
| December 1, 2025 | $1.60 billion | May 12, 2025 |
Other advisers in Alexandria
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Columbia Capital | Alexandria | $13.84 billion | 30 | adviserinfo.sec.gov |
| Motley Fool Asset Management | Alexandria | $2.60 billion | Not listed | adviserinfo.sec.gov |
| The Edgar Lomax Company | Alexandria | $1.42 billion | Not listed | adviserinfo.sec.gov |
| DC Capital Partners Management, L.P. | Alexandria | $1.40 billion | 4 | adviserinfo.sec.gov |
| Avenir Corporation | Alexandria | $849.3 million | Not listed | adviserinfo.sec.gov |
| Monument Wealth Management | Alexandria | $648.4 million | Not listed | adviserinfo.sec.gov |
| McLaughlin Ryder Investments, Inc. | Alexandria | $522.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alexandria, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Oxford Finance Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.