# Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)

> 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.

- CRD: 149447
- Filed as: FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)
- Legal name: Fruge' Capital Advisors, LLC
- Also doing business as: FRUGE' CAPITAL ADVISORS (FORMERLY OXFORD INVESTMENT ADVISORS)
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oxford, MS
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149447
- AdvisorCensus page: https://advisorcensus.com/firm/fruge-capital-advisors-llc-formerly-oxford-investment-adv-oxford-ms-149447

## Quick answers

**How is Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) compensated?**
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.

**Where is Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) located?**
Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)'s principal office is in Oxford, MS, according to its Form ADV.

**Is Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) registered with the SEC or a state?**
Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 149447.

**How much does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) manage?**
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).

**What types of clients does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) serve?**
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).

**Which custodians does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) use?**
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.

**Does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) 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/149447

**Does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "FCA does not impose an account minimum for starting or maintaining an account."

**What changed in Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)'s recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> FCA does not impose an account minimum for starting or maintaining an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

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.

### Regulatory assets under management (Item 5.F)
- Total: $141,208,889
- Discretionary: $140,208,702
- Non-discretionary: $1,000,187

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $10,431,385 |
| High net worth individuals | 28 | $120,958,004 |
| Charitable organizations | 3 | $9,819,500 |

### Advisory services (Item 5.G)
- 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

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

### Websites listed on Form ADV (Item 1.I)
- frugecapital.com

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) (CRD 149447): Form ADV filing data as of October 2026.