Oxford Wealth Group, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 319561
· SEC file 801-124718
· Orlando, FL
· www.instagram.com
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ADV data as of May 05, 2026
- Regulatory AUM
- $328M
- Discretionary
- $328M
- Clients
- 915
- Avg AUM / client
- $358K
- Accounts
- 1,877
- Employees
- 14
AUM over time
$0
$328M
Dec 2021
May 2026
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 858 | $198M | 60.5% |
| High net worth individuals | 55 | $129M | 39.5% |
| Corporations and other businesses | 2 | $33.2K | 0.01% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dixon, Christopher, J. | Managing Partner | Mar 2022 (4y) | 50% – 75% | |
| Samuel Josiah Dixon | Managing Partner | Mar 2022 (4y) | 50% – 75% | |
| Higgins, Roseann | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Trent Michael Rogy | Registered representative | Jun 2023 (3y) | ||
| Skylar Elizabeth Kunau | Registered representative | Apr 2024 (2y) | ||
| Chad Anthony Safier | Registered representative | Jan 2025 (2y) | ||
| Christopher Clay Mc Anany | Registered representative | Jan 2025 (2y) | ||
| Scott Richard Clementi | Registered representative | Oct 2025 (1y) | ||
| Jordan Daniel Knapke | Registered representative | Mar 2026 (0y) | ||
| John Passaro | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $327M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗