# Oxford Martin, LLC

> Oxford Martin, LLC is a state-registered investment advisory firm in Wakefield, MA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 316388
- Filed as: OXFORD MARTIN, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wakefield, MA
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316388
- AdvisorCensus page: https://advisorcensus.com/firm/oxford-martin-llc-wakefield-ma-316388

## Quick answers

**How is Oxford Martin, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oxford Martin, LLC 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 Martin, LLC located?**
Oxford Martin, LLC's principal office is in Wakefield, MA, according to its Form ADV.

**Is Oxford Martin, LLC registered with the SEC or a state?**
Oxford Martin, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316388.

**How much does Oxford Martin, LLC manage?**
Oxford Martin, LLC reports $25,441,739 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**What types of clients does Oxford Martin, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (8).

**Does Oxford Martin, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316388

## 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: $25,441,739
- Discretionary: $25,441,739
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $15,277,043 |
| High net worth individuals | 8 | $10,164,696 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oxfordmartin.com
- LinkedIn @oxford-martin-llc
- LinkedIn @ericryanmartin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oxford Martin, LLC (CRD 316388): Form ADV filing data as of October 2026.