{ "crd_number": 149447, "slug": "fruge-capital-advisors-llc-formerly-oxford-investment-adv-oxford-ms-149447", "primary_business_name": "FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)", "legal_name": "FRUGE' CAPITAL ADVISORS, LLC", "dbas": [ "FRUGE' CAPITAL ADVISORS (FORMERLY OXFORD INVESTMENT ADVISORS)" ], "city": "Oxford", "state": "MS", "country": "United States", "cbsa_code": "37060", "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-05-14", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-05-06", "carried_forward": false, "raum_total": 141208889.0, "raum_discretionary": 140208702.0, "raum_non_discretionary": 1000187.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 9819500.0, "count": 3, "fewer_than_5": true }, "individuals": { "raum": 10431385.0, "count": 40 }, "high_net_worth_individuals": { "raum": 120958004.0, "count": 28 } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "other", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MS" ], "websites": [ "https://frugecapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149447", "city_as_filed": "OXFORD", "url": "https://advisorcensus.com/firm/fruge-capital-advisors-llc-formerly-oxford-investment-adv-oxford-ms-149447", "display_name": "Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)", "summary": "Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) is an SEC-registered investment advisory firm in Oxford, MS, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.", "citation": "AdvisorCensus. Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) (CRD 149447): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other." }, { "q": "Where is Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) located?", "a": "Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)'s principal office is in Oxford, MS, according to its Form ADV." }, { "q": "Is Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) registered with the SEC or a state?", "a": "Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 149447." }, { "q": "How much does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) manage?", "a": "Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) reports $141,208,889 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (99% discretionary)." }, { "q": "What types of clients does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (28); charitable organizations (3)." }, { "q": "Which custodians does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) use?", "a": "Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) report any disciplinary disclosures?", "a": "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/149447" }, { "q": "Does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"FCA does not impose an account minimum for starting or maintaining an account.\"" }, { "q": "What changed in Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)'s recent Form ADV filings?", "a": "In the June 2026 filing data: Newly registered with the SEC." } ], "filing_history": [], "recent_changes": [ { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "FCA does not impose an account minimum for starting or maintaining an account." ] } ], "quotes": [ "FCA does not impose an account minimum for starting or maintaining an account." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab", "name_as_filed": "CHARLES SCHWAB", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/fruge-capital-advisors-llc-formerly-oxford-investment-adv-oxford-ms-149447.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 40, "fewer_than_5": false, "raum": 10431385.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 28, "fewer_than_5": false, "raum": 120958004.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 3, "fewer_than_5": true, "raum": 9819500.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149447", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }