Oxford Harriman Private Wealth Management

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated July 1, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$0 as of October 2026, filing dated September 23, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Not reported.

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

Legal name

Oxford Harriman Holdings ADV LLC

Also doing business as

EQUITY PLANNING GROUP, INC, KKA FINANCIAL SERVICES, LLC, KUZA WEALTH PARTNERS

Registration

SEC-registered investment adviser. Status as filed: 120-Day Approval.

Registered since

2026 (0 years)

Employees

Total: 4. Performing investment advisory functions: 1.

Wrap fee program participation

Yes.

Other offices (Schedule D, Section 1.F)

1 other office, as of the October 2026 filing

Bloomfield Hills, MI

States registered or notice-filed

4 states or jurisdictions

FLINMITX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

1. October 2026
   • Added the business name Kuza Wealth Partners.
   • Added the business name KKA Financial Services, LLC.
2. August 2026
   • Added the business name Equity Planning Group, Inc.
   • Added an office in Bloomfield Hills, MI.
   • Registered or notice-filed in MI, TX.
3. May 2026
   • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.