Oxford Wealth Management Llc
- Regulatory AUM
- $110M
- Discretionary
- $91.9M
- Clients
- 66
- Avg AUM / client
- $1.7M
- Accounts
- 66
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $6.6M | 5.99% |
| High net worth individuals | 26 | $102M | 92.6% |
| Corporations and other businesses | 2 | $1.5M | 1.41% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cameron Jacob Archibald | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Lysenko, David, Wayne | Co Chief Information Officer | Aug 2024 (2y) | Less than 5% | |
| Taylor M Vowles | Ceo | Aug 2024 (2y) | ≈ 42.19% – 100% via Aeiou 2 Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Farnham Street Holdings Llc | Member | Aug 2024 | A | 75% or more |
| Aeiou 2 Llc | Member | Aug 2024 | B | ≈ 56.25% – 100% via Farnham Street Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Taylor M Vowles: 75% – 100% of Aeiou 2 Llc × 75% – 100% of Farnham Street Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Aeiou 2 Llc: 75% – 100% of Farnham Street Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 06/29/2026 | 1.01 MB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $58.2M (53% of AUM) Jun 2026
- Interactive Brokers $19.8M (18% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗