{
  "crd_number": 304433,
  "slug": "oxford-finance-advisors-llc-alexandria-va-304433",
  "primary_business_name": "OXFORD FINANCE ADVISORS, LLC",
  "legal_name": "OXFORD FINANCE ADVISORS, LLC",
  "dbas": [],
  "city": "Alexandria",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-22",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 2406939233.0,
  "raum_discretionary": 2406939233.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 84,
  "advisory_employees": 80,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 200840772.0,
      "count": 1,
      "description": "PROPRIETARY"
    },
    "pooled_investment_vehicles": {
      "raum": 2206098461.0,
      "count": 3
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "NH",
    "NJ",
    "NY",
    "VA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304433",
  "city_as_filed": "ALEXANDRIA",
  "url": "https://advisorcensus.com/firm/oxford-finance-advisors-llc-alexandria-va-304433",
  "display_name": "Oxford Finance Advisors, LLC",
  "summary": "Oxford Finance Advisors, LLC is an SEC-registered investment advisory firm in Alexandria, VA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. Oxford Finance Advisors, LLC (CRD 304433): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Oxford Finance Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oxford Finance Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Oxford Finance Advisors, LLC located?",
      "a": "Oxford Finance Advisors, LLC's principal office is in Alexandria, VA, according to its Form ADV; the September 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Oxford Finance Advisors, LLC registered with the SEC or a state?",
      "a": "Oxford Finance Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 304433."
    },
    {
      "q": "How much does Oxford Finance Advisors, LLC manage?",
      "a": "Oxford Finance Advisors, LLC reports $2,406,939,233 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Oxford Finance Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Oxford Finance Advisors, LLC: Regulatory assets under management: $659,869,434 in the October 2022 data and $2,406,939,233 in the October 2026 data, up 265%. Total employees: 70 in October 2022 and 84 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oxford Finance Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); other (1)."
    },
    {
      "q": "Does Oxford Finance Advisors, LLC 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/304433"
    },
    {
      "q": "What changed in Oxford Finance Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 76 to 80. Regulatory assets under management went from $1,599,771,331 to $2,406,939,233 (+50%). Added an office in New York, NY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 659869434.0,
      "total_employees": 70,
      "filing_date": "2022-06-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 995566875.0,
      "total_employees": 73,
      "filing_date": "2023-08-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1234524416.0,
      "total_employees": 80,
      "filing_date": "2024-04-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1599771331.0,
      "total_employees": 80,
      "filing_date": "2025-05-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2406939233.0,
      "total_employees": 84,
      "filing_date": "2026-08-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 76 to 80.",
        "Regulatory assets under management went from $1,599,771,331 to $2,406,939,233 (+50%).",
        "Added an office in New York, NY."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Changed its office addresses in San Diego, CA.",
        "Added an office in Atlanta, GA.",
        "No longer lists an office in Avon, CT.",
        "Registered or notice-filed in GA.",
        "No longer registered or notice-filed in CT, TX."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/oxford-finance-advisors-llc-alexandria-va-304433.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 2206098461.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": false,
      "raum": 200840772.0
    }
  ],
  "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/304433",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}