# OXFORD FINANCIAL GROUP, LTD. LLC

OXFORD FINANCIAL GROUP, LTD. LLC of CARMEL, IN is an SEC-registered investment adviser.

## Registration

- CRD: 105303
- Type: SEC-registered investment adviser
- SEC file number: 801-20692
- Location: 11711 NORTH MERIDIAN STREET, SUITE 600, CARMEL, IN, 46032
- Phone: 317-843-5678
- Latest filing: 2026-07-09
- Regulatory AUM: $23.3B
- Discretionary AUM: $11.5B
- Non-discretionary AUM: $11.8B
- Clients: 156
- Accounts: 6,593

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (70)

_Showing 25 of 70 people._

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Hugh Thomasson | CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD | Carmel, IN |
| Daniel Joseph Ford | CORPORATE DIRECTOR | Carmel, IN |
| Robert Dale Ramsey | CHIEF INVESTMENT OFFICER, CO-MANAGING PARTNER, CORPORATE DIRECTOR | Carmel, IN |
| Melissa Breeze Krumm | CHIEF COMPLIANCE OFFICER | Carmel, IN |
| Michael Leslie | ASSOCIATE DIRECTOR | Middletown, DE |
| Charles Richard Davis | CORPORATE DIRECTOR | — |
| Sue A Mcmillen | CHIEF TALENT OFFICER | — |
| Kristina R Baron | CO-MANAGING PARTNER, CORPORATE DIRECTOR | — |
| Nicholas Steven Klein | CORPORATE DIRECTOR | — |
| Jarret D Blum | CHIEF DEVELOPMENT OFFICER | — |
| Brian D Copsey | CHIEF FINANCIAL OFFICER | — |
| THOMASSON JEFFREY HUGH | CHIEF EXECUTIVE OFFICER, CHAIRMAN, CORPORATE DIRECTOR AND MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER, CHAIRMAN, CORPORATE DIRECTOR AND PARTNER; CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD (+6 more) | — |
| STROMAN JEFFERY HAL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND MEMBER SENIOR MANAGEMENT; CORPORATE AND MANAGING DIRECTOR (+4 more) | — |
| MCHUGH MICHAEL SHANNON | ASSOCIATE DIRECTOR; DIRECTOR; MANAGING DIRECTOR (+1 more) | — |
| MITCHELL SUSAN ELAINE | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT; CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, CLASS B SHAREHOLDER; CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, SECRETARY TO THE BOARD (+2 more) | — |
| DEAN TIMOTHY MAURICE | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, CLASS B SHAREHOLDER; CHIEF FINANCIAL OFFICER, CORPORATE DIRECTOR, CLASS B SHAREHOLDER AND MEMBER SENIOR MANAGEMENT (+5 more) | — |
| SEARS MICHAEL LEE | CORPORATE AND MANAGING DIRECTOR; CORPORATE AND MANAGING DIRECTOR, CLASS A & B SHAREHOLDER; MANAGING DIRECTOR, CLASS B SHAREHOLDER (+2 more) | — |
| FLECK DANIEL LEE | MANAGING DIRECTOR; MANAGING DIRECTOR, CLASS B SHAREHOLDER; PARTNER | — |
| BENNETT DEBORA AMES | CORPORATE AND MANAGING DIRECTOR; MANAGING DIRECTOR; MANAGING DIRECTOR, CLASS B SHAREHOLDER (+1 more) | — |
| SCHAEFER ROBERT LOUIS | VICE PRESIDENT; VICE PRESIDENT, DIRECTOR OF INVESTMENT RESEARCH AND CORPORATE DIRECTOR; VICE PRESIDENT, DIRECTOR OF INVESTMENT RESEARCH AND CORPORATE DIRECTOR, CLASS B SHAREHOLDER (+3 more) | — |
| COLLIER CELESTE W | ASSISTANT DIRECTOR; DIRECTOR; SENIOR FINANCIAL ADVISOR | — |
| HECHT DAVID LEE | DIRECTOR; MANAGING DIRECTOR; MANAGING DIRECTOR, CLASS B SHAREHOLDER (+1 more) | — |
| LOFLAND DAVID REESE | DIRECTOR | — |
| MERSEREAU KAREN HOSBEIN | MANAGING DIRECTOR, CLASS B SHAREHOLDER | — |
| REIST PETER NIELSEN | CORPORATE DIRECTOR, CLASS B SHAREHOLDER; MANAGING DIRECTOR, CLASS B SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105303/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105303/similar
- Related entities: https://search.stillhousedata.com/firm/105303/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105303

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.