# Oxford Capital Management

> Oxford Capital Management is an SEC-registered investment advisory firm in Richm0nd, VA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 118359
- Filed as: OXFORD CAPITAL MANAGEMENT
- Legal name: Oxford Capital Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richm0nd, VA
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118359
- AdvisorCensus page: https://advisorcensus.com/firm/oxford-capital-management-richm0nd-va-118359

## Quick answers

**How is Oxford Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Oxford Capital Management reports these compensation arrangements: a percentage of assets under its management.

**How much does Oxford Capital Management charge?**
Its Form ADV Part 2A brochure dated February 20, 2026 states: Up to $1,000,000: 0.8% a year; $1,000,001 to $2,000,000: 0.64% a year; $2,000,001 to $5,000,000: 0.52% a year; Above $5,000,001: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Oxford Capital Management located?**
Oxford Capital Management's principal office is in Richm0nd, VA, according to its Form ADV.

**Is Oxford Capital Management registered with the SEC or a state?**
Oxford Capital Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 118359.

**How much does Oxford Capital Management manage?**
Oxford Capital Management reports $170,000,000 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**How have Oxford Capital Management's assets and staff changed since 2025?**
In the Form ADV data for Oxford Capital Management: Regulatory assets under management: $140,000,000 in the October 2025 data and $170,000,000 in the October 2026 data, up 21%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oxford Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (6).

**Which custodians does Oxford Capital Management use?**
Oxford Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Oxford Capital Management 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/118359

**Does Oxford Capital Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "Oxford Capital Management’s minimum account size is generally $500,000, but this amount is negotiable."

**What changed in Oxford Capital Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $140,000,000 to $170,000,000 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Up to $1,000,000: 0.8% a year
- $1,000,001 to $2,000,000: 0.64% a year
- $2,000,001 to $5,000,000: 0.52% a year
- Above $5,000,001: 0.4% a year

> Oxford Capital Management charges most of its clients an annual investment management fee based on the following schedule: Assets under Management % of Assets/Year $0* to $1,000,000 0.80% $1,000,001 to $2,000,000 0.64% $2,000,001 to $5,000,000 0.52% $5,000,001 plus 0.40%

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Oxford Capital Management’s minimum account size is generally $500,000, but this amount is negotiable.

- Minimum annual fee: $4,000

> Oxford Capital Management imposes a minimum annual fee of $4,000.

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 & Co., Inc.

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: $170,000,000
- Discretionary: $170,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $8,000,000 |
| High net worth individuals | 23 | $162,000,000 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $140,000,000 | 2 | February 27, 2025 |
| October 2026 | $170,000,000 | 2 | February 20, 2026 |

Regulatory assets under management: $140,000,000 in the October 2025 data and $170,000,000 in the October 2026 data, up 21%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $140,000,000 to $170,000,000 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oxford Capital Management (CRD 118359): Form ADV filing data as of October 2026.