# Oxbow Advisors

Oxbow Advisors is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** oxbowadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/oxbow-advisors

## Regulatory record

- **CRD number:** 156393
- **SEC file number:** 801-72387
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156393

## About

Oxbow Advisors is an SEC-registered investment adviser in Austin, TX, registered since 2011. The firm manages approximately $2.5 billion in regulatory assets. It has 13 employees and 10 investment advisers.

## People

- Ted Oakley — Managing Partner & Founder

## Questions

### Who runs investment decisions at Oxbow Advisors?

Ted Oakley, the firm's founder and managing partner, acts as the primary investment decision-maker. He leads a small internal investment committee that evaluates each position and portfolio allocation. Oakley is the public voice of the firm, regularly appearing in Barron's and other financial media to articulate the firm's macro views.

### How does Oxbow Advisors approach concentrated stock positions?

Oxbow specializes in managing highly appreciated single-stock positions, particularly for Texas business owners who have exited operating companies or hold legacy energy and technology shares. The firm builds tax-aware liquidation schedules and uses options-based hedging strategies to reduce concentration risk without triggering immediate capital gains. This work is integrated with the client's estate plan rather than executed in isolation.

### What role does private credit play in Oxbow's client portfolios?

Private credit serves as Oxbow's preferred substitute for traditional fixed-income exposure. The firm allocates client capital to senior secured loans, mezzanine debt, and private direct-lending vehicles sourced through regional and boutique lenders rather than large Wall Street syndicates. Oakley has argued publicly that private credit offers better risk-adjusted returns than investment-grade bonds in an inflationary environment.

### What is Oxbow Advisors' stance on technology and growth stocks?

Ted Oakley has been a consistent public skeptic of long-duration growth equities, particularly mega-cap technology stocks. Oxbow's portfolios historically underweight the information technology sector and avoid venture-stage or pre-profit companies entirely. The firm's equity exposure concentrates instead in dividend-paying industrials, energy infrastructure, community banking, and real estate.

## Related profiles

- [OVZ Verzekeringen](https://altss.com/profile/ovz-verzekeringen)
- [Oxfam](https://altss.com/profile/oxfam)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/oxbow-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology