# Eggz

> Eggz is an SEC-registered investment advisory firm in Charlemont, MA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 339061
- Filed as: EGGZ
- Legal name: Oxbow Holdings, Inc.
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Charlemont, MA
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339061
- AdvisorCensus page: https://advisorcensus.com/firm/eggz-charlemont-ma-339061

## Quick answers

**How is Eggz compensated?**
On its Form ADV (Item 5.E, October 2026), Eggz reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Eggz located?**
Eggz's principal office is in Charlemont, MA, according to its Form ADV.

**Is Eggz registered with the SEC or a state?**
Eggz is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 339061.

**How much does Eggz manage?**
Eggz reports $0 in regulatory assets under management in its Form ADV filing dated January 6, 2026.

**Does Eggz report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339061

**Does Eggz state an account minimum?**
Its Form ADV Part 2A brochure dated December 12, 2025 says: "There is no account minimum."

**What changed in Eggz's recent Form ADV filings?**
In the February 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated December 12, 2025)

- Account minimum: None

> There is no account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, ME, NH, NY, RI, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myeggz.com
- Facebook facebook.com

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eggz (CRD 339061): Form ADV filing data as of October 2026.