{
  "crd_number": 297462,
  "slug": "oxinas-partners-wealth-management-jeffersonville-in-297462",
  "primary_business_name": "OXINAS PARTNERS WEALTH MANAGEMENT",
  "legal_name": "OXINAS PARTNERS, LLC",
  "dbas": [
    "SDG ASSET MANAGEMENT GROUP"
  ],
  "city": "Jeffersonville",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "31140",
  "metro": {
    "cbsa_code": "31140",
    "common_name": "Louisville",
    "msa_name": "Louisville/Jefferson County, KY-IN",
    "path": "/advisors/ky/louisville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-08-22",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-11",
  "carried_forward": false,
  "raum_total": 390977057.0,
  "raum_discretionary": 388163843.0,
  "raum_non_discretionary": 2813214.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2759283.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 177696535.0,
      "count": 620
    },
    "pension_profit_sharing": {
      "raum": 35418569.0,
      "count": 38
    },
    "high_net_worth_individuals": {
      "raum": 172015305.0,
      "count": 88
    },
    "corporations_other_businesses": {
      "raum": 3087365.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "PR",
    "TX"
  ],
  "websites": [
    "https://facebook.com/oxinaspartners",
    "https://linkedin.com/company/oxinaspartners",
    "https://oxinaspartners.com",
    "https://x.com/OxinasPartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297462",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "JEFFERSONVILLE",
  "url": "https://advisorcensus.com/firm/oxinas-partners-wealth-management-jeffersonville-in-297462",
  "display_name": "Oxinas Partners Wealth Management",
  "summary": "Oxinas Partners Wealth Management is an SEC-registered investment advisory firm in Jeffersonville, IN, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.",
  "citation": "AdvisorCensus. Oxinas Partners Wealth Management (CRD 297462): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Oxinas Partners Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oxinas Partners Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Oxinas Partners Wealth Management located?",
      "a": "Oxinas Partners Wealth Management's principal office is in Jeffersonville, IN, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Oxinas Partners Wealth Management registered with the SEC or a state?",
      "a": "Oxinas Partners Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297462."
    },
    {
      "q": "How much does Oxinas Partners Wealth Management manage?",
      "a": "Oxinas Partners Wealth Management reports $390,977,057 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (99% discretionary)."
    },
    {
      "q": "How have Oxinas Partners Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Oxinas Partners Wealth Management: Regulatory assets under management: $241,578,617 in the October 2021 data and $390,977,057 in the October 2026 data, up 62%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oxinas Partners Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (620); high net worth individuals (88); pension and profit sharing plans (but not the plan participants or government pension plans) (38)."
    },
    {
      "q": "Which custodians does Oxinas Partners Wealth Management use?",
      "a": "Oxinas Partners Wealth 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."
    },
    {
      "q": "Does Oxinas Partners Wealth Management report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297462"
    },
    {
      "q": "Does Oxinas Partners Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 11, 2026 says: \"Oxinas Partners generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Oxinas Partners Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $344,596,274 to $390,977,057 (+13%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 241578617.0,
      "total_employees": 8,
      "filing_date": "2021-08-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 298185913.0,
      "total_employees": 9,
      "filing_date": "2022-02-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 235149319.0,
      "total_employees": 11,
      "filing_date": "2023-08-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 297013258.0,
      "total_employees": 10,
      "filing_date": "2024-08-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 344596274.0,
      "total_employees": 8,
      "filing_date": "2025-04-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 390977057.0,
      "total_employees": 8,
      "filing_date": "2026-02-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $344,596,274 to $390,977,057 (+13%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in NJ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 11, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Oxinas Partners generally does not impose a minimum relationship size."
        ]
      }
    ],
    "quotes": [
      "Oxinas Partners generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/oxinas-partners-wealth-management-jeffersonville-in-297462.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 620,
      "fewer_than_5": false,
      "raum": 177696535.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 88,
      "fewer_than_5": false,
      "raum": 172015305.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 38,
      "fewer_than_5": false,
      "raum": 35418569.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2759283.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 3087365.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/297462",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}