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Oxford Planning Group, LLC
OXFORD PLANNING GROUP, LLC is an SEC-registered investment adviser in WOODSTOCK, MD. The firm manages $113 million in assets, $100 million on a discretionary...
Overview
OXFORD PLANNING GROUP, LLC is an SEC-registered investment adviser in WOODSTOCK, MD. The firm manages $113 million in assets, $100 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Oxford Planning Group?
Named principals are not publicly listed, but as a registered investment advisor (RIA), investment decisions are made by the firm's advisory team under fiduciary duty. The firm's registered representative and advisory personnel are subject to SEC oversight.
What investment stages does Oxford Planning Group typically target?
The firm primarily targets liquid public markets—equities, fixed income, cash—and allocates to alternative investments such as private equity, real estate, and hedge funds. Direct venture or growth-stage investing is not confirmed from public sources.
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