OXFORD CHASE ADVISORS LLC

OXFORD CHASE ADVISORS LLC is an SEC-registered investment adviser (CRD 169050). Regulatory assets under management: $89.6M.

Registration

• CRD: 169050
• Type: Registered investment adviser
• Phone: 678-313-6265
• Latest filing: 2026-03-18
• Regulatory AUM: $89.6M
• Discretionary AUM: $89.6M
• Clients: 3
• Accounts: 320

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169050 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search