Data / Investment advisers / Indiana / Oxinas Partners Wealth Management
Oxinas Partners Wealth Management, Jeffersonville, IN: $391 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Oxinas Partners Wealth Management is an SEC registered investment adviser with its main office in Jeffersonville, Indiana and reports $391 million in regulatory assets under management in its Form ADV filed February 11, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Oxinas Partners Wealth Management (CRD number 297462): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 297462
- SEC file number
- 801-113877
- SEC status
- Approved, effective August 22, 2018
- Legal name
- Oxinas Partners, LLC
- Main office
- 607 North Shore Drive Suite 101, Jeffersonville, IN 47130
- Phone
- (812) 725-8649
- Regulatory AUM
- $390,977,057 in the Form ADV filed February 11, 2026
- Discretionary AUM
- $388,163,843
- Non discretionary AUM
- $2,813,214
- Accounts
- 1,738
- Employees
- 8, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- February 11, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 620 | $177.7 million |
| High net worth individuals | 88 | $172 million |
| Pension and profit sharing plans | 38 | $35.4 million |
| Corporations or other businesses | 8 | $3.1 million |
| Charitable organizations | Fewer than 5 | $2.8 million |
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 |
|---|---|---|
| March 2, 2026 | $391 million | February 11, 2026 |
| December 1, 2025 | $344.6 million | April 17, 2025 |
Other advisers in Indiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Dickmeyer Boyce Financial Management, Inc | Fort Wayne | $438.5 million | Not listed | adviserinfo.sec.gov |
| Storen Financial | Zionsville | $438.3 million | Not listed | adviserinfo.sec.gov |
| Qbox Fiduciary Solutions, LLC | Fort Wayne | $429.2 million | Not listed | adviserinfo.sec.gov |
| Axiom Financial Strategies Group, LLC | New Albany | $404.1 million | Not listed | adviserinfo.sec.gov |
| Forum Private Client Group | Fishers | $403.3 million | Not listed | adviserinfo.sec.gov |
| Intrepid Financial Planning Group, LLC | Carmel | $390.4 million | Not listed | adviserinfo.sec.gov |
| Vista Investment Partners | Richmond | $383.1 million | Not listed | adviserinfo.sec.gov |
| Horizon Investment Services, LLC. | Hammond | $363.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Oxinas Partners Wealth Management 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.