# Oxford Harriman Private Wealth Management

> Oxford Harriman Private Wealth Management is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 340313
- Filed as: OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT
- 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)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340313
- AdvisorCensus page: https://advisorcensus.com/firm/oxford-harriman-private-wealth-management-indianapolis-in-340313

## Quick answers

**How is Oxford Harriman Private Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Oxford Harriman Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Oxford Harriman Private Wealth Management located?**
Oxford Harriman Private Wealth Management's principal office is in Indianapolis, IN, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Oxford Harriman Private Wealth Management registered with the SEC or a state?**
Oxford Harriman Private Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340313.

**How much does Oxford Harriman Private Wealth Management manage?**
Oxford Harriman Private Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated September 23, 2026.

**Does Oxford Harriman Private Wealth 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/340313

**What changed in Oxford Harriman Private Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Added the business name Kuza Wealth Partners. Added the business name KKA Financial Services, LLC.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IN, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bloomfield Hills, MI

### Websites listed on Form ADV (Item 1.I)
- equityplanninggroup.com
- kuzawp.com
- ohcpwm.com
- LinkedIn @equity-planning-group-inc
- X @EQUITYPLANNINGGROUP

## Changes in the filing (last 12 months)

### October 2026
- Added the business name Kuza Wealth Partners.
- Added the business name KKA Financial Services, LLC.

### August 2026
- Added the business name Equity Planning Group, Inc.
- Added an office in Bloomfield Hills, MI.
- Registered or notice-filed in MI, TX.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oxford Harriman Private Wealth Management (CRD 340313): Form ADV filing data as of October 2026.